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Advisor at EDWARD JONES
LANSDALE, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EDWARD JONES | National bd RIA | Aug 4, 2023 | n/a | yes | LANSDALE, PA | Current employment |
| JFS WEALTH ADVISORS, LLC | Independent wealth | Oct 3, 2022 | Jul 12, 2023 | no | Doylestown, PA | Previous registration |
| GIRARD ADVISORY SERVICES, LLC | Independent wealth | Apr 3, 2018 | Sep 13, 2022 | no | Souderton, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JFS WEALTH ADVISORS, LLC | EDWARD JONES | Jul 12, 2023 | Aug 4, 2023 | 23 | Firm change | RIA to ibd |
| GIRARD ADVISORY SERVICES, LLC | JFS WEALTH ADVISORS, LLC | Sep 13, 2022 | Oct 3, 2022 | 20 | Firm change | RIA to RIA |