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Parag Bipinchandra Bhavsar

Edward Jones

Sugar Land, TX

CRD 7946902

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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 2024-10-21
  • TX RA
    APPROVED
    Since 2024-10-21

Branch Locations

7320 Us 90A Ste 120, Sugar Land, TX 77478 • 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 07/2024 Present
Hir Inc Sugar Land TX 02/2019 12/2023
Unemployed Richmond TX 09/2018 01/2019
Paaj Llc Logan WV 03/2012 08/2018
Unemployed Richmond TX 01/2024 06/2024
  • 07/2024 → Present
    Edward Jones
    St Louis, MO
  • 02/2019 → 12/2023
    Hir Inc
    Sugar Land, TX
  • 09/2018 → 01/2019
    Unemployed
    Richmond, TX
  • 03/2012 → 08/2018
    Paaj Llc
    Logan, WV
  • 01/2024 → 06/2024
    Unemployed
    Richmond, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-17
  • S66 Uniform Combined State Law Examination
    2024-10-17
Other Names
  • Parag Bhavsar

View on SEC IAPD

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