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Detailed Report
Marguerite Jordan Berizzi
Marguerite Jordan Stewart, Marguerite Stewart
CRD#: 7058343
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 5301 S SUPERSTITION MTN DR
SUITE A110
GOLD CANYON, AZ 85118
Registration History
2021202220232024202520262 FIRMS2021 - Present (3 years)
License(s)

State Registrations

B
Alaska 7/5/2023
B
Missouri 8/28/2023
B
Arizona 8/11/2021
B
Montana 6/12/2024
IA
Arizona 8/11/2021
B
Nebraska 5/22/2023
B
Arkansas 5/1/2023
B
New Mexico 6/5/2024
B
California 8/19/2021
B
North Carolina 4/10/2023
B
Colorado 8/20/2021
B
Oregon 2/21/2023
B
Florida 4/1/2024
B
Pennsylvania 10/31/2023
B
Idaho 3/19/2024
B
South Carolina 8/19/2021
B
Illinois 11/2/2022
B
South Dakota 1/3/2023
B
Iowa 2/21/2025
B
Tennessee 8/19/2021
B
Kansas 3/2/2022
B
Texas 8/4/2023
B
Massachusetts 12/14/2023
IA
Texas 8/10/2023
B
Michigan 3/7/2022
B
Washington 10/26/2022
B
Minnesota 1/18/2022
B
Wisconsin 1/3/2023

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)
5301 S SUPERSTITION MTN DR SUITE A110, GOLD CANYON, AZ 85118
Registered with this firm since 8/11/2021
B
EDWARD JONES (CRD#:250)
5301 S SUPERSTITION MTN DR SUITE A110, GOLD CANYON, AZ 85118
Registered with this firm since 7/17/2021
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.