Amy W Lamarche

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-14
MA	RA	APPROVED	2024-06-11

TX RA
APPROVED

Since 2025-03-14
MA RA
APPROVED

Since 2024-06-11

Branch Locations

Lynnfield, MA • United States

50 Mall Road Ste G15, Burlington, MA 01803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	03/2024	Present
Salem Five Bank	Salem	MA	01/2014	12/2023

03/2024 → Present

Edward Jones

St Louis, MO
01/2014 → 12/2023

Salem Five Bank

Salem, MA

Other Businesses

Amy W. LaMarche Type of business: Legacy Family Trust Lynnfield, MA Start date: 1/1/2015 Trustee Hours per week: 1 Hours during trading: 0 Trustee - work with advisors to ensure distributions are made to beneficiaries and that investments are meeting trust needs. **** Amy and Stephen LaMarche Type of business: Occasional condo rental Waterville Valley, NH Start date: 11/15/2022 condominium owners/renters Hours per week: 0 Hours during trading: 0 Desc: clean condo, put on AirBNB and rent to visitors.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-13

S66 Uniform Combined State Law Examination

2024-05-13

View on SEC IAPD