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Detailed Report
Mason Gordon Mortimer
CRD#: 4167801
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 43390 Business Park Drive
Suite 101
Temecula, CA 92590
Registration History
20002002200420062008201020122014201620182020202220242026IAEDWARD JONES (CRD# 250)2007 - Present (18 years)BEDWARD JONES (CRD# 250)2006 - Present (19 years)BEDWARD JONES (CRD# 250)2000 - 2001 (1 year)
License(s)

State Registrations

B
Arizona 3/21/2007
B
North Carolina 8/7/2015
B
California 3/23/2006
B
Oklahoma 7/2/2024
IA
California 1/18/2007
B
Oregon 2/19/2014
B
Georgia 3/21/2023
B
Tennessee 4/5/2016
B
Idaho 10/14/2013
B
Texas 2/28/2014
B
Kansas 2/10/2022
IA
Texas 1/9/2019
B
Massachusetts 12/7/2015
B
Utah 9/22/2016
B
Missouri 4/9/2007
B
Virginia 1/24/2024
B
New Hampshire 10/4/2019

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
43390 Business Park Drive Suite 101, Temecula, CA 92590
Registered with this firm since 1/18/2007
B
EDWARD JONES (CRD#:250)
43390 Business Park Drive Suite 101, Temecula, CA 92590
Registered with this firm since 3/14/2006
Previous Registration(s)
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B
 06/06/2000 - 08/29/2001 EDWARD JONES (CRD#:250) ST. LOUIS, MO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.