Unclaimed Profile

Lisa Marie Dolan

EDWARD D. JONES & CO., L.P.·ST. LOUIS, Missouri

SIE, Series 7, Series 27, Series 99TOClean recordEDWARD D. JONES & CO., L.P.

12555 MANCHESTER RD, ST. LOUIS, MO 63131CRD# 4998456Firm CRD# 250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Marie Dolan · ST. LOUIS, MO

Registration

CRD #4998456 · EDWARD D. JONES & CO., L.P.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 27

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EDWARD D. JONES & CO., L.P.

CRD 250 · SEC 801-3297

AUM

$692.2B

Regulatory assets under management

Employees

29,309

4,749,388 client accounts

Services offered by EDWARD D. JONES & CO., L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EDWARD D. JONES & CO., L.P. →

Introduction

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Frequently Asked Questions

What services does Lisa Marie Dolan offer?

Lisa Marie Dolan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Lisa Marie Dolan's credentials?

Lisa Marie Dolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Marie Dolan located?

Lisa Marie Dolan is based in ST. LOUIS, Missouri, working with EDWARD D. JONES & CO., L.P.. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Lisa Marie Dolan charge for services?

Lisa Marie Dolan's firm is compensated through percentage of aum, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDWARD D. JONES & CO., L.P.?

EDWARD D. JONES & CO., L.P. has approximately 29309 employees and manages $692.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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