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Paul D Alwine

Edward Jones

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About Paul D Alwine

Paul Alwine is a financial advisor with Edward Jones, a firm with over 20,000 financial advisors across the country. Paul has been a financial advisor since 1998 and holds the Series 6, 7, 63, and 65 licenses. Paul provides financial planning services for individuals, businesses, and retirement planning for individuals and businesses. Paul has worked with clients in California, Massachusetts, Minnesota, New Hampshire, New Jersey, New Mexico, Ohio, Oklahoma, Tennessee, and Texas.

Firm Information

Paul Alwine is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Paul Alwine’s Registration & Firm History

TX

12/27/2016 - Present

Edward Jones (BEDFORD TX)

MA

07/20/2011 - 11/17/2016

NGAM DISTRIBUTION, L.P. (BOSTON MA)

MD

09/07/2006 - 07/08/2011

PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)

VA

02/09/2005 - 07/28/2006

PACIFIC SELECT DISTRIBUTORS, INC. (VIENNA VA)

NC

01/05/2004 - 01/20/2005

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

MA

05/17/2002 - 08/14/2002

GOLDK INVESTMENT SERVICES, INC (BOSTON MA)

MA

01/23/1998 - 02/22/2002

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

10/15/1996 - 12/16/1997

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

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Licenses & Designations

IA

Issued 10/18/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2004

Series 7 - General Securities Representative Examination

BC

Issued 10/04/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Paul D Alwine. Review regulatory record here.
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