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
Jerri Marie Soukup
Jerri Marie Sadler
CRD#: 6338781
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 1910 US HIGHWAY 18 EAST
ALGONA, IA 50511
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2014 - Present (10 years)
License(s)

State Registrations

B
Arizona 8/11/2014
B
Nebraska 10/12/2015
B
California 2/15/2018
B
Nevada 5/26/2020
B
Colorado 9/18/2024
B
South Dakota 10/17/2023
B
Illinois 12/7/2015
B
Texas 10/19/2015
B
Iowa 8/11/2014
IA
Texas 1/9/2019
IA
Iowa 7/27/2015
B
West Virginia 1/4/2024
B
Kansas 8/20/2021
B
Wisconsin 11/22/2019
B
Minnesota 8/11/2014
B
Wyoming 8/11/2014
B
Montana 10/20/2020

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)
1910 US HIGHWAY 18 EAST, ALGONA, IA 50511
Registered with this firm since 8/26/2014
B
EDWARD JONES (CRD#:250)
1910 US HIGHWAY 18 EAST, ALGONA, IA 50511
Registered with this firm since 7/14/2014
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.