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Joshua Powell

Edward Jones

Palos Heights, IL

CRD 7876722

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-08
IL RA APPROVED 2024-05-17
  • TX RA
    APPROVED
    Since 2024-07-08
  • IL RA
    APPROVED
    Since 2024-05-17

Branch Locations

12505 S Ridgeland Ave Suite 3, Palos Heights, IL 60463-1867 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2024 Present
Inrule Technology, Inc. Chicago IL 06/2021 01/2024
Pegasystems Inc. Boston MA 11/2019 06/2021
Solutions Connect Group Llc Tinley Park IL 01/2016 02/2024
Disys Oak Brook IL 09/2018 04/2019
Gforce Life Sciences Chicago IL 04/2017 09/2018
Jrd Systems Clinton Township MI 05/2015 04/2017
  • 03/2024 → Present
    St Louis, MO
  • 06/2021 → 01/2024
    Inrule Technology, Inc.
    Chicago, IL
  • 11/2019 → 06/2021
    Pegasystems Inc.
    Boston, MA
  • 01/2016 → 02/2024
    Solutions Connect Group Llc
    Tinley Park, IL
  • 09/2018 → 04/2019
    Disys
    Oak Brook, IL
  • 04/2017 → 09/2018
    Gforce Life Sciences
    Chicago, IL
  • 05/2015 → 04/2017
    Jrd Systems
    Clinton Township, MI
Other Businesses

Solutions Connect Group LLC Type of business: Technology and Software Tinley Park, IL Start date: 1/1/2016 Owner Hours per week: 0 Hours during trading: 0 Sole proprietor/single employee business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-13
  • S66 Uniform Combined State Law Examination
    2024-05-13
Other Names
  • Joshua Adam Powell

View on SEC IAPD

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