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Allen Jerry Istre

Edward Jones

Deridder, LA

CRD 1577816

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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_RES 2014-08-21
LA RA APPROVED 2007-01-17
  • TX RA
    APPROVED_RES
    Since 2014-08-21
  • LA RA
    APPROVED
    Since 2007-01-17

Branch Locations

520 North Pine Street, Deridder, LA 70634 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Deridder LA 06/1986 Present
  • 06/1986 → Present
    Edward D. Jones & Co., L.P.
    Deridder, LA
Other Businesses

FIRST BAPTIST CHURCH OF DERIDDER PRESIDENT OF CHURCH CHOIR * RENTAL Type of business: RENTAL DeRidder, LA Start date: 10/13/1986 FA Hours per week: 20 Hours during trading: 20 Maintain property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-09
S63 Uniform Securities Agent State Law Examination 1986-11-13
  • S66 Uniform Combined State Law Examination
    2015-07-09
  • S63 Uniform Securities Agent State Law Examination
    1986-11-13
Other Names
  • Allen Jerry Istre

View on SEC IAPD

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