Amy C Mathers

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_RES	2024-12-19
CA	RA	APPROVED	2024-10-04

TX RA
APPROVED_RES

Since 2024-12-19
CA RA
APPROVED

Since 2024-10-04

Branch Locations

Fresno, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
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	07/2024	Present
Dreamserv	Clovis	CA	01/2021	07/2024
Community Regional Medical Center	Fresno	CA	01/2014	04/2022
Arizona State University	Clovis	CA	08/2021	12/2023

07/2024 → Present

Edward Jones

St Louis, MO
01/2021 → 07/2024

Dreamserv

Clovis, CA
01/2014 → 04/2022

Community Regional Medical Center

Fresno, CA
08/2021 → 12/2023

Arizona State University

Clovis, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-30

S66 Uniform Combined State Law Examination

2024-09-30

View on SEC IAPD