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Edward Joseph Jones

B. C. Ziegler AND Co.

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About Edward Joseph Jones

Edward Joseph Jones is a financial advisor who has been active in the industry since 1999. Edward Jones currently works at B. C. Ziegler And Co. located in New York. Edward Jones holds Series 7, SIE and Series 52TO licenses. Previously, Edward Jones has also worked at LEBENTHAL & CO., LLC, WEDBUSH MORGAN SECURITIES INC. and CITIGROUP GLOBAL MARKETS INC.. Edward Jones is registered with the state of New York.

Firm Information

Edward Jones is currently registered with B. C. Ziegler AND Co.. B. C. Ziegler AND Co. is a Corporation that was formed on February 12, 1920. The firm is registered in 52 states and has been approved for SEC registration. They offer a variety of services to a diverse client base, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisers, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The firm has disclosed 7 Regulatory Events, 2 Civil Events, and 2 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Edward Jones’s Registration & Firm History

NY

10/23/2014 - Present

B. C. Ziegler AND Co. (NEW YORK NY)

NY

02/23/2010 - 06/27/2014

LEBENTHAL & CO., LLC (NEW YORK NY)

NY

05/06/2009 - 02/26/2010

WEDBUSH MORGAN SECURITIES INC. (NEW YORK NY)

NY

07/13/1999 - 02/10/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/11/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Joseph Jones.
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