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Adviser and broker representative · Edward Jones

Nancy A. Clark

CRD 4342516 · Broomfield, CO

At a glance

Nancy A. Clark is an investment adviser representative with Edward Jones in Broomfield, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nancy’s SEC record dates to 2007, about 19 years ago. Nancy is also registered as a broker representative. Designations on file: Chartered Financial Consultant.

Current advisory firm

  • Edward JonesSince May 2007Broomfield, CO · $1.01T in regulatory assets

SEC adviser record

Registered since
2007 (19 years)
Designations
Chartered Financial Consultant
Exams
Series 63, Series 66
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
Yes, see the SEC record

AtlasMembers

Nancy’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
Locked
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.