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.

Current firm

EDWARD JONES

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

May 1, 2020

First registration

May 26, 2020

Dual registered

yes, broker-dealer

Other names

Sherri Deniese Jackson

IAPD individual key

7191976

• Occurred

  Apr 14, 2023
  Advisor changed firm

  Sherri Simancas left Lukas Total Wealth for Edward Jones (registered 2023-04-21)

  Form ADVobserved 6 days ago
• Occurred

  May 27, 2022
  Advisor changed firm

  Sherri Simancas left Edward Jones for Lukas Total Wealth (registered 2022-06-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7cf62c10-5a72-663f-c90e-09128445a877

First observed

May 26, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.