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Timothy R. Dolan

Edward Jones

North Kansas City, MO

CRD 1716037

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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
KS RA APPROVED 2024-12-18
MO RA APPROVED 2024-12-18
TX RA APPROVED_RES 2014-10-17
  • KS RA
    APPROVED
    Since 2024-12-18
  • MO RA
    APPROVED
    Since 2024-12-18
  • TX RA
    APPROVED_RES
    Since 2014-10-17

Branch Locations

1907 Swift Avenue Suite 200, North Kansas City, MO 64116 • 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. North Kansas City MO 12/1991 Present
  • 12/1991 → Present
    Edward D. Jones & Co., L.P.
    North Kansas City, MO
Other Businesses

BOARDMEMBER OF NORTH KANSAS CITY BUSINESS COUNCIL: NON-PROFIT CHAMBER ORGANIZATION AND HELP DIRECT POLICIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-16
S63 Uniform Securities Agent State Law Examination 1992-09-17
  • S66 Uniform Combined State Law Examination
    2024-12-16
  • S63 Uniform Securities Agent State Law Examination
    1992-09-17
Other Names
  • Tim Dolan
  • Timothy Richard Dolan

View on SEC IAPD

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