Best Investors Account Sign in

Sheree Louise Drake

Edward Jones

St. Louis, MO

Guttenberg, NJ

CRD 3105822

Claim This Profile
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
NJ RA APPROVED 2026-08-14
MO RA APPROVED 2023-07-27
NY RA APPROVED 2023-07-27
  • NJ RA
    APPROVED
    Since 2026-08-14
  • MO RA
    APPROVED
    Since 2023-07-27
  • NY RA
    APPROVED
    Since 2023-07-27

Branch Locations

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

Guttenberg, NJ • 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
Edward Jones Investments Newburgh NY 10/1999 Present
  • 10/1999 → Present
    Edward Jones Investments
    Newburgh, NY
Other Businesses

Uber Type of business: driving and delivery San Francisco, CA Start date: 2/14/2022 Driver/delivery Hours per week: 10 Hours during trading: 0 Driving and delivering through app.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-25
S63 Uniform Securities Agent State Law Examination 2012-11-12
  • S66 Uniform Combined State Law Examination
    2023-07-25
  • S63 Uniform Securities Agent State Law Examination
    2012-11-12
Other Names
  • Sheree Mccoy

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in St. Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor