Amy Sue Wasley Palmer

CRD 4423859 · Edward Jones · St. Louis, MO

IA RegisteredBroker

Also appears in the source record as: Amy Sue Boede; Amy Sue Palmer; Amy S Palmer; Amy Sue Wasley

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 52TOSIESeries 7Series 53Series 24Series 66
Registered states (1): California
Years in the industry (source record): 18
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (15)

From the source registration record · current first

Edward JonesCurrent
St. Louis, MO · BC capacity

start not retrieved → present
Edward JonesCurrent
Santee, CA · IA capacity

start not retrieved → present
Edward JonesCurrent
St. Louis, MO · IA capacity

start not retrieved → present
Edward JonesCurrent
Santee, CA · IA capacity

start not retrieved → present
Independent Financial Group, LLC
San Diego, CA · IA capacity

Oct 2, 2023 → Aug 6, 2025
Independent Financial Group, LLC
San Diego, CA · BC capacity

Oct 2, 2023 → Aug 6, 2025
M Holdings Securities, Inc.
Portland, OR · IA capacity

Sep 30, 2021 → Sep 6, 2023
M Holdings Securities, Inc.
Portland, OR · BC capacity

Sep 23, 2021 → Sep 6, 2023
Commonwealth Financial Network
San Diego, CA · IA capacity

Jun 3, 2014 → Sep 15, 2021
Commonwealth Financial Network
San Diego, CA · BC capacity

Jun 3, 2014 → Sep 15, 2021
Cetera Advisor Networks LLC
San Diego, CA · IA capacity

Aug 19, 2011 → May 8, 2014
Cetera Advisor Networks LLC
San Diego, CA · BC capacity

Aug 19, 2011 → May 8, 2014
Woodbury Financial Services, Inc.
Seal Beach, CA · BC capacity

Jul 26, 2010 → Aug 12, 2011
Mml Investors Services, Inc.
La Jolla, CA · IA capacity

May 21, 2010 → Jul 26, 2010
Mml Investors Services, Inc.
La Jolla, CA · BC capacity

Apr 13, 2010 → Jul 26, 2010

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4423859 ↗ FINRA BrokerCheck record for CRD 4423859 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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