Individual Firm
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Jeremy James Bisick
CRD#: 4521431
IA
B
EDWARD JONESCRD#: 250 N64 W24050 MAIN STREET
SUITE 300
SUSSEX, WI 53089
SUITE 300
SUSSEX, WI 53089
0
Disclosures
22
Years of Experience
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State Registrations
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Arizona 4/9/2010
B
North Carolina 7/10/2023
B
California 4/13/2010
B
Ohio 10/18/2012
B
Colorado 11/10/2009
B
Pennsylvania 1/17/2024
B
Florida 6/28/2006
B
South Dakota 1/11/2024
B
Illinois 10/22/2007
B
Wisconsin 3/31/2006
B
Michigan 4/12/2006
IA
Wisconsin 3/31/2006
B
Nevada 9/6/2013
SRO Registrations
B
B
B
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IA
Registered with this firm since 3/31/2006
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Registered with this firm since 3/31/2006
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/06/2005 - 04/12/2006 | ASHWAUBENON, WI | |
B | 07/06/2005 - 04/12/2006 | CHICAGO, IL | |
IA | 02/02/2004 - 07/06/2005 | GREEN BAY, WI | |
B | 02/02/2004 - 07/06/2005 | CHICAGO, IL | |
B | 05/29/2002 - 01/12/2004 | NEW YORK, NY |
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.