Amy J Marty

CRD 1595793 · Edward Jones · Sandy, UT

IA RegisteredBroker

Also appears in the source record as: Amy Judd; Amy Judd Marty; Amy Marty

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 63SIESeries 7
Registered states (6): California · Idaho · Kentucky · Nevada · Texas · Utah
Years in the industry (source record): 32
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1595793 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (12)

From the source registration record · current first

Edward JonesCurrent
Sandy, UT · IA capacity

Sep 29, 2023 → present
Edward JonesCurrent
Sandy, UT · BC capacity

start not retrieved → present
Keeler Thomas Management LLC
IA capacity

Apr 20, 2007 → Mar 5, 2024
Osaic Wealth, Inc.
BD capacity

Sep 1, 2023 → Oct 3, 2023
Sagepoint Financial, Inc.
BD capacity

Apr 18, 2007 → Sep 1, 2023
Wells Fargo Investments, LLC
IA capacity

Aug 16, 2005 → Apr 19, 2007
Wells Fargo Investments, LLC
BD capacity

Aug 12, 2005 → Apr 19, 2007
Zions Investment Securities, Inc
IA capacity

May 6, 2005 → Aug 16, 2005
Zions Investment Securities, Inc.
BD capacity

Jun 29, 2001 → Aug 16, 2005
Wells Fargo Van Kasper, LLC
BD capacity

Oct 31, 2000 → Jul 17, 2001
First Security Van Kasper, Inc.
BD capacity

Jul 1, 1999 → Sep 6, 2000
First Security Investor Services, Inc.
BD capacity

Jan 1, 1994 → Jul 1, 1999

Source & corrections

Where this page comes from

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