Henry Janes Macfarland

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (4)

SIESeries 7Series 24Series 66

Registered states (51)

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Years in the industry (source record)

19

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

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 (18)

From the source registration record · current first

• Edward JonesCurrent

  Dallas, TX · BC capacity
  start not retrieved → present
• Edward JonesCurrent

  Dallas, TX · IA capacity
  start not retrieved → present
• Edward JonesCurrent

  Dallas, TX · IA capacity
  start not retrieved → present
• Momentum Independent Network Inc.

  Dallas, TX · IA capacity
  Jul 31, 2024 → Jun 9, 2025
• Momentum Independent Network Inc.

  Dallas, TX · BC capacity
  Jul 31, 2024 → Jun 9, 2025
• Hilltop Securities Inc.

  Dallas, TX · IA capacity
  Jan 11, 2022 → Jun 9, 2025
• Hilltop Securities Inc.

  Dallas, TX · BC capacity
  Jan 11, 2022 → Jun 9, 2025
• Charles Schwab & Co., Inc.

  Westlake, TX · IA capacity
  Jan 11, 2021 → Feb 1, 2022
• Charles Schwab & Co., Inc.

  Westlake, TX · BC capacity
  Dec 12, 2016 → Feb 1, 2022
• Schwab Private Client Investment Advisory, Inc.

  Westlake, TX · IA capacity
  Jan 30, 2020 → Feb 1, 2021
• Schwab Wealth Investment Advisory, Inc.

  Lone Tree, CO · IA capacity
  Jun 27, 2016 → Mar 29, 2018
• Asset One LLC

  Greenwood Village, CO · IA capacity
  Sep 18, 2014 → Mar 7, 2016
• Girard Securities, Inc.

  Greenwood Village, CO · IA capacity
  Aug 21, 2014 → Jan 27, 2016
• Girard Securities, Inc.

  Greenwood Village, CO · BC capacity
  Aug 21, 2014 → Jan 27, 2016
• Lpl Financial LLC

  Englewood, CO · IA capacity
  May 19, 2009 → Sep 12, 2012
• Lpl Financial LLC

  Englewood, CO · BC capacity
  May 19, 2009 → Sep 12, 2012
• T. Rowe Price Advisory Services, Inc.

  Colorado Springs, CO · IA capacity
  Feb 22, 2007 → Apr 13, 2009
• T. Rowe Price Investment Services, Inc.

  Colorado Springs, CO · BC capacity
  Sep 7, 2006 → Apr 13, 2009

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.