Lynn Rocielle Wright Tramontano

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	2018-12-18
OH	RA	APPROVED	2011-12-05

TX RA
APPROVED_RES

Since 2018-12-18
OH RA
APPROVED

Since 2011-12-05

Branch Locations

1500 W Third Avenue Suite 100, Columbus, OH 43212 • 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	St Louis	MO	12/2011	Present

12/2011 → Present

Edward Jones

St Louis, MO

Previous Registrations

2010-11-19 → 2011-12-12

Pruco Securities, Llc.

Columbus, OH

Other Businesses

1776 Patriot Properties, LLC Type of business: real estate investments Hilliard, OH Start date: 4/27/2021 Partner Hours per week: 0 Hours during trading: 0 50% owner/partner involved in decisions to buy/sell properties.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-11-10
S63	Uniform Securities Agent State Law Examination	2010-06-10

S65 Uniform Investment Adviser Law Examination

2010-11-10
S63 Uniform Securities Agent State Law Examination

2010-06-10

Designations

Certified Financial Planner

Other Names

Lynn Rocielle Wright
Lynn Rocielle Wright
Lynn Rocielle Tramontano

View on SEC IAPD