Thomas S Lembeck
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesNov 2025 to now
- N/a - UnemployedJul 2025 to Nov 2025
- Shepherd Financial GroupJan 2024 to Jul 2025
- Numerica Credit UnionJun 2019 to Jun 2024
- Provisional Recruiting & StaffingMay 2019 to Jun 2019
- People 2.0 GlobalMar 2019 to May 2019
- N/a - UnemployedJan 2019 to Mar 2019
- Etailz, Inc.Oct 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8181310
- Firm CRD
- 250