Phillip Alexander Perkins

CRD 1398080

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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_RES	2018-12-13
NM	RA	APPROVED	2007-08-28

TX RA
APPROVED_RES

Since 2018-12-13
NM RA
APPROVED

Since 2007-08-28

Branch Locations

3751 Southern Blvd S E Suite G, Rio Rancho, NM 87124-2084 • 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 D. Jones & Co., L.P.	Maryland Heights	MO	01/1990	Present

01/1990 → Present

Edward D. Jones & Co., L.P.

Maryland Heights, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-08-24
S63	Uniform Securities Agent State Law Examination	1985-09-30

S66 Uniform Combined State Law Examination

2007-08-24
S63 Uniform Securities Agent State Law Examination

1985-09-30

Other Names

Alex Perkins

View on SEC IAPD

Nearby Firms

BUCK WEALTH STRATEGIES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Jacqueline Martinez

Kyrie Elizabeth Greathouse

Nearby Offices

BUCK WEALTH STRATEGIES, LLC · Rio Rancho, NM

PFG ADVISORS · Rio Rancho, NM

STATE FARM INVESTMENT MANAGEMENT CORP. · Rio Rancho, NM

More in Rio Rancho, NM

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