Individual Firm
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Jeffrey Thomas Koolen
CRD#: 4198125
IA
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EDWARD JONESCRD#: 250 3520 VILLAGE DRIVE SUITE 400
LINCOLN, NE 68516-4799
LINCOLN, NE 68516-4799
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Disclosures
24
Years of Experience
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State Registrations
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Arizona 1/3/2024
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Nebraska 12/7/2023
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California 1/3/2024
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New Jersey 1/19/2024
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Colorado 12/4/2023
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North Carolina 1/3/2024
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Connecticut 1/3/2024
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Ohio 12/4/2023
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Florida 1/3/2024
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Oklahoma 8/16/2024
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Georgia 1/3/2024
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Oregon 1/3/2024
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Illinois 1/3/2024
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South Carolina 1/3/2024
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Iowa 12/4/2023
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South Dakota 1/19/2024
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Kansas 1/3/2024
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Texas 12/4/2023
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Maryland 1/3/2024
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Texas 12/4/2023
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Minnesota 12/4/2023
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Virginia 1/3/2024
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Missouri 1/19/2024
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Washington 12/4/2023
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Montana 12/4/2023
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Wyoming 1/3/2024
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Nebraska 12/4/2023
SRO Registrations
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Registered with this firm since 12/4/2023
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Registered with this firm since 12/4/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 04/08/2013 - 12/06/2023 | LINCOLN, NE | |
B | 04/03/2013 - 12/06/2023 | LINCOLN, NE | |
B | 10/22/2012 - 03/27/2013 | LINCOLN, NE | |
IA | 09/16/2005 - 10/23/2012 | LINCOLN, NE | |
B | 05/09/2005 - 10/23/2012 | LINCOLN, NE | |
B | 07/26/2000 - 05/06/2005 | ST. LOUIS, MO |
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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.
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.