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Advisor at EDWARD JONES
JEFFERSONVILLE, IN
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 | Nov 5, 2025 | n/a | yes | JEFFERSONVILLE, IN | Current employment |
| AXIOM FINANCIAL STRATEGIES GROUP, LLC | Independent wealth | Feb 24, 2020 | Jun 2, 2025 | no | NEW ALBANY, IN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 18, 2016 | Jan 25, 2019 | no | LOUISVILLE, KY|NEW ALBANY, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AXIOM FINANCIAL STRATEGIES GROUP, LLC | EDWARD JONES | Jun 2, 2025 | Nov 5, 2025 | 156 | Firm change | RIA to ibd |
| WELLS FARGO ADVISORS | AXIOM FINANCIAL STRATEGIES GROUP, LLC | Jan 25, 2019 | Feb 24, 2020 | 395 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 306618:250:IN:2025-05-28 | Jun 2, 2025 | Nov 5, 2025 | NEW ALBANY, IN | Firm change |