Best Investors Account Sign in

Jason Sterling Friese

Edward Jones

Placerville, CA

Claim This Profile
Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-18
CA RA APPROVED 2025-04-21
  • TX RA
    APPROVED
    Since 2025-11-18
  • CA RA
    APPROVED
    Since 2025-04-21

Branch Locations

2808 Mallard Ln Suite B, Placerville, CA 95667-8770 • 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
Hrb Green Resources Folsom CA 09/2024 04/2025
Biola University La Mirada CA 08/2023 08/2024
Bellflower Brethren Church Bellflower CA 09/2019 12/2022
Elite Test Prep Cerritos CA 06/2018 08/2019
National School Project Whittier CA 06/2013 06/2018
Thrivent Investment Management Inc. Minneapolis MN 08/2024 03/2025
Edward Jones St. Louis MO 04/2025 Present
H&R Block Folsom CA 08/2023 06/2024
H&R Block Folsom CA 01/2023 06/2023
Biola University La Mirada CA 08/2018 05/2019
  • 09/2024 → 04/2025
    Hrb Green Resources
    Folsom, CA
  • 08/2023 → 08/2024
    Biola University
    La Mirada, CA
  • 09/2019 → 12/2022
    Bellflower Brethren Church
    Bellflower, CA
  • 06/2018 → 08/2019
    Elite Test Prep
    Cerritos, CA
  • 06/2013 → 06/2018
    National School Project
    Whittier, CA
  • 08/2024 → 03/2025
    Thrivent Investment Management Inc.
    Minneapolis, MN
  • 04/2025 → Present
    Edward Jones
    St. Louis, MO
  • 08/2023 → 06/2024
    H&R Block
    Folsom, CA
  • 01/2023 → 06/2023
    H&R Block
    Folsom, CA
  • 08/2018 → 05/2019
    Biola University
    La Mirada, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-01
  • S66 Uniform Combined State Law Examination
    2024-11-01

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
PRINCIPAL SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
WEALTHGUARD ADVISORS, INC.
LANE FLORENCE, LLC
LPL FINANCIAL LLC

Other Investors

Ronald Anthony Jacob
Megan Mara Fruit
Juan Vargas
Mohammed Halabi
James Bowman
Victoria M Hunt
JOHN PIERRE CARLSEN
Ian Gookin

Other Offices

EDWARD JONES · PLACERVILLE, CA
J.P. MORGAN SECURITIES LLC · PLACERVILLE, CA
WELLS FARGO CLEARING SERVICES, LLC · PLACERVILLE, CA
EDWARD JONES · PLACERVILLE, CA
PRINCIPAL SECURITIES, INC. · PLACERVILLE, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · DIAMOND SPRINGS, CA
CETERA INVESTMENT ADVISERS LLC · PLACERVILLE, CA
WEALTHGUARD ADVISORS, INC. · PLACERVILLE, CA

More in Placerville, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor