Adviser and broker representative · Edward Jones
Joseph L. Boring Jr.
CRD 4007024 · Bryan, TX
At a glance
Joseph L. Boring Jr. is an investment adviser representative with Edward Jones in Bryan, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 1999, about 26 years ago. Joseph is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Edward JonesSince November 2006Bryan, TX · $1.01T in regulatory assets
SEC adviser record
- Registered since
- 1999 (26 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joseph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.