Sharon L. Love
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Sharon Lynn Love, who also goes by Sharon Lynn Bolser, Sharon L Buchholtz, Sharon Lynn Buchholtz, Sharon Lynn Love, was a registered financial professional .
Sharon is a previously registered financial professional and started their career in finance in 1988. Sharon had worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 22, 2012 - April 1, 2025
EDWARD JONES
October 1, 2012 - April 1, 2025
EDWARD JONES
June 20, 2011 - September 19, 2012
STATE FARM VP MANAGEMENT CORP.
July 19, 2007 - November 20, 2009
EDWARD JONES
August 10, 2005 - November 20, 2009
EDWARD JONES
March 22, 2004 - August 16, 2004
VALIC FINANCIAL ADVISORS, INC.
March 9, 2004 - August 16, 2004
VALIC FINANCIAL ADVISORS, INC.
October 16, 2003 - December 31, 2003
FREEDOM FINANCIAL, INC.
June 25, 2003 - August 1, 2003
CARLTON CAPITAL INC.
July 1, 2002 - June 16, 2003
THRIVENT INVESTMENT MANAGEMENT INC.
April 26, 2001 - July 1, 2002
LUTHERAN BROTHERHOOD SECURITIES CORP.
June 25, 1999 - April 24, 2001
ARVEST WEALTH MANAGEMENT
November 22, 1989 - June 25, 1999
LUTHERAN BROTHERHOOD SECURITIES CORP.
March 4, 1988 - October 30, 1989
MML INVESTORS SERVICES, LLC
Primary Firm SEC Registration
EDWARD JONES
CRD#: 250 / SEC#: 801-3297, 8-759
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
EDWARD JONES
CRD#: 250 / SEC#: 801-3297, 8-759
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | LIMITED PARTNER | |
| CHUBAK, DAVID | HEAD OF WEALTH MANAGEMENT & FIELD MANAGEMENT | 3254042 |
| EDJ HOLDING COMPANY, INC. | GENERAL PARTNER | |
| GREGO, JENNIFER A | CHIEF COMPLIANCE OFFICER - BROKER/DEALER | 4928947 |
| GUMBS, KEIR DEVON | CHIEF LEGAL OFFICER | 7815615 |
| GUNN, DAVID ALEXANDER | HEAD OF U.S. BUSINESS UNIT | 6150579 |
| JOHNSON, KRISTIN MICHELE | CHIEF OPERATING OFFICER | 2662524 |
| KLOCKE, JOSEPH LAWRENCE | CO-HEAD OF SUPERVISION | 2792068 |
| MIEDLER, ANDREW TIMOTHY | CHIEF FINANCIAL OFFICER | 4620055 |
| O'HANLON, ELIZABETH E | CHIEF COMPLIANCE OFFICER - INVESTMENT ADVISOR | 5834716 |
| PENNINGTON, PENELOPE | CHIEF EXECUTIVE OFFICER | 4037237 |
| PURDY, TODD JUDSON | HEAD OF OPERATIONS | 5623190 |
| WHALLEY, CASEY JOHN | CO-HEAD OF SUPERVISION | 4305865 |
Regulatory assets under management
| Total Number of Accounts | 5,086,856 |
| AUM (Assets Under Management) | $ 824,988,034,503 |
Disclosures
| Regulatory Event | 157 |
| Civil Event | 2 |
| Arbitration | 150 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/25/2025 | ||
| 10/24/2024 | ||
| 09/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
