Role at Edward D. Jones & Co.
- Title on Schedule A
- Head of Operations
- Control
- Todd Purdy is a control person of Edward D. Jones & Co..
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Todd Purdy has held the filed role since January 2024.
The firm
Form ADV filed 25 September 2026
Career on record
Todd Purdy has been registered through Edward D. Jones & Co. since November 2009.
- Passed Series 52TO and Series 99TO · 2023
- Passed Series 27 and Series 53 · 2020
- Passed SIE · 2018
- Passed Series 24 · 2011
- Edward JonesCurrent– present · 17 yearsMaryland Heights, MO · Adviser representative · Firm CRD 250
- Passed Series 7 and Series 66 · 2009
Registrations and exams
Todd Purdy has a current investment-adviser registration in Missouri and has passed 8 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Missouri | Investment adviser representative | Approved | 19 November 2009 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 November 2009 |
| Series 53 | Municipal Securities Principal Examination | 8 December 2020 |
| Series 27 | Financial and Operations Principal Examination | 3 March 2020 |
| Series 24 | General Securities Principal Examination | 2 August 2011 |
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 28 July 2009 |
- Name
- Uniform Combined State Law Examination
- Name
- Municipal Securities Principal Examination
- Name
- Financial and Operations Principal Examination
- Name
- General Securities Principal Examination
- Name
- Municipal Securities Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Todd Judson Purdy
- CRD
- 5623190
- Registration status
- Investment adviser and broker registrations
- Office
- 201 Progress Parkway, Maryland Heights, MO 63043
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Todd Purdy work?
Todd Purdy has been Head of Operations of Edward D. Jones & Co., L.P. since January 2024, and is a control person of the firm.
Is Todd Purdy a financial advisor?
Yes. Todd Purdy has a current investment-adviser registration in Missouri, through Edward D. Jones & Co. since November 2009, as of 18 October 2026.
How many years of experience does Todd Purdy have?
Todd Purdy has worked in the financial industry for 17 years as of 18 October 2026, counted from 28 July 2009, across 1 adviser firm.
What exams has Todd Purdy passed?
Todd Purdy has passed 8 licensing exams: the Series 7, Series 66, Series 24, SIE, Series 27, Series 53, Series 52TO and Series 99TO. The earliest, the Series 7, was passed in July 2009.
Where is Todd Purdy based?
Todd Purdy’s registered office is in Maryland Heights, MO.
Leadership at Edward D. Jones & Co.
- Penelope PenningtonChief Executive Officer
- Andrew Timothy MiedlerChief Financial Officer
- Kristin Michele JohnsonChief Operating Officer
- Jennifer A GregoChief Compliance Officer - Broker/Dealer
- Elizabeth E O'HanlonChief Compliance Officer - Investment Advisor
- David ChubakHead of Wealth Management & Field Management
- Keir Devon GumbsChief Legal Officer
- David Alexander GunnHead of U.S. Business Unit
- Joseph Lawrence KlockeCo-Head of Supervision
- Casey John WhalleyCo-Head of Supervision