Joel Martin Dunbar

CRD 5950789 · Edward Jones · San Luis Obispo, CA

IA RegisteredBroker

Also appears in the source record as: Joel M Dunbar; Joel Dunbar

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (14): Arizona · California · Georgia · Idaho · Maryland · Nevada · New Mexico · New York · Oregon · Pennsylvania · South Carolina · South Dakota · Texas · Virginia
Years in the industry (source record): 13
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 (17)

From the source registration record · current first

Edward JonesCurrent
San Luis Obispo, CA · IA capacity

start not retrieved → present
Edward JonesCurrent
San Luis Obispo, CA · BC capacity

start not retrieved → present
Ameriprise Financial Services, LLC
Minneapolis, MN · IA capacity

May 12, 2022 → Dec 24, 2023
Ameriprise Financial Services, LLC
Minneapolis, MN · BC capacity

Jan 24, 2022 → Dec 24, 2023
Lpl Financial LLC
Bakersfield, CA · IA capacity

Jun 4, 2018 → Nov 12, 2021
Lpl Financial LLC
Atascadero, CA · BC capacity

Jun 4, 2018 → Nov 12, 2021
Td Ameritrade, Inc.
San Luis Obispo, CA · IA capacity

Feb 27, 2018 → Jun 8, 2018
Td Ameritrade Investment Management, LLC
Omaha, NE · IA capacity

Feb 26, 2018 → Jun 8, 2018
Td Ameritrade, Inc.
San Luis Obispo, CA · BC capacity

Feb 26, 2018 → Jun 8, 2018
Scottrade Investment Management
Saint Louis, MO · IA capacity

Jan 17, 2017 → Feb 26, 2018
Scottrade, Inc.
San Luis Obispo, CA · BC capacity

Jan 13, 2017 → Feb 26, 2018
Valic Financial Advisors, Inc.
Glendale, CA · IA capacity

May 5, 2015 → Jan 11, 2017
Valic Financial Advisors, Inc.
Glendale, CA · BC capacity

May 4, 2015 → Jan 11, 2017
J.P. Morgan Securities LLC
Los Osos, CA · IA capacity

Jul 3, 2014 → Apr 20, 2015
J.P. Morgan Securities LLC
Los Osos, CA · BC capacity

Jul 3, 2014 → Apr 20, 2015
Morgan Stanley
San Luis Obispo, CA · IA capacity

Jan 1, 2013 → Feb 21, 2014
Morgan Stanley
San Luis Obispo, CA · BC capacity

Oct 24, 2012 → Feb 21, 2014

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.

SEC IAPD record for CRD 5950789 ↗ FINRA BrokerCheck record for CRD 5950789 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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