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Amy J Marty

Edward Jones

Sandy, UT

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-20
UT RA APPROVED 2023-10-02
  • TX RA
    APPROVED
    Since 2025-06-20
  • UT RA
    APPROVED
    Since 2023-10-02

Branch Locations

150 W Civic Center Dr Suite 103, Sandy, UT 84070 • 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
Keeler Thomas Inc. Orem UT 04/2007 09/2023
Sagepoint Financial, Inc. Phoenix AZ 04/2007 09/2023
Osaic Wealth, Inc. Orem UT 09/2023 09/2023
Edward Jones St Louis MO 09/2023 Present
  • 04/2007 → 09/2023
    Keeler Thomas Inc.
    Orem, UT
  • 04/2007 → 09/2023
    Sagepoint Financial, Inc.
    Phoenix, AZ
  • 09/2023 → 09/2023
    Osaic Wealth, Inc.
    Orem, UT
  • 09/2023 → Present
    St Louis, MO
Previous Registrations
  • 2007-04-20 → 2024-03-05
    Orem, UT
  • 2005-08-16 → 2007-04-19
    Wells Fargo Investments, Llc
    Salt Lake City, UT
    Salt Lake City, UT
    Murray, UT
  • 2005-05-06 → 2005-08-16
    Zions Direct, Inc.
    Draper, UT
Other Businesses

"Wasatch Eyeworks Type of business: Optometry practice Draper, UT Start date: 1/1/1998 Secretary Hours per week: 0 Hours during trading: 0 Secretary" "Edward Jones Type: Financial services firm Date: 09/29/23 Title: Financial Advisor Trad Hrs: 8 Tot Hrs: 40 Desc: Financial advisor City-State: Sandy UT"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-18
S63 Uniform Securities Agent State Law Examination 1994-01-10
  • S66 Uniform Combined State Law Examination
    2001-07-18
  • S63 Uniform Securities Agent State Law Examination
    1994-01-10
Other Names
  • Amy Marty
  • Amy Judd
  • Amy Judd Marty

View on SEC IAPD

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