Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
Jeffrey Joseph Navarro
JEFFREY NAVARRO
CRD#: 5681595
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 545 VENTURE DR SUITE 101
SMITHFIELD, NC 27577
Registration History
2010201220142016201820202022202420262 FIRMS2009 - Present (15 years)
License(s)

State Registrations

B
Arizona 10/29/2021
B
North Carolina 8/24/2009
B
Arkansas 1/4/2024
IA
North Carolina 8/24/2009
B
California 11/8/2011
B
Ohio 10/25/2024
B
Colorado 2/10/2025
B
South Carolina 2/10/2010
B
Florida 11/8/2011
B
Texas 2/28/2011
B
Hawaii 11/20/2024
IA
Texas 1/9/2019
B
Maryland 7/7/2010
B
Vermont 12/11/2017
B
Massachusetts 8/14/2024
B
Virginia 2/10/2010
B
New Jersey 9/23/2010
B
Wisconsin 10/31/2011
B
New York 10/19/2009

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)
545 VENTURE DR SUITE 101, SMITHFIELD, NC 27577
Registered with this firm since 8/24/2009
B
EDWARD JONES (CRD#:250)
545 VENTURE DR SUITE 101, SMITHFIELD, NC 27577
Registered with this firm since 8/10/2009
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.