Joline Rochelle Fantham

CRD 7883656

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2026-06-25
CO	RA	APPROVED	2026-01-05

TX RA
APPROVED

Since 2026-06-25
CO RA
APPROVED

Since 2026-01-05

Branch Locations

2050 Terry Street Suite 201, Longmont, CO 80501 • 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	Longmont	CO	03/2024	Present
Yb Financial Services	Fort Collins	CO	01/2017	03/2024
Self Employed	Fort Collins	CO	06/2016	01/2017

03/2024 → Present

Edward Jones

Longmont, CO
01/2017 → 03/2024

Yb Financial Services

Fort Collins, CO
06/2016 → 01/2017

Self Employed

Fort Collins, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-15

S66 Uniform Combined State Law Examination

2025-12-15

Other Names

Joline Rochelle Smith
Joline Fantham

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

CENTAURUS FINANCIAL, INC.

CONSOLIDATED PORTFOLIO REVIEW CORP

Nearby Investors

JENNIFER LYNN PARIS

Samantha Erin Schreiber-Reed

Nearby Offices

EDWARD JONES · LONGMONT, CO

STATE FARM INVESTMENT MANAGEMENT CORP. · Longmont, CO

EDWARD JONES · Longmont, CO

More in Longmont, CO

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