AdFi
JB

John Bast

Financial Professional at Edward Jones

Sonoma, CACRD #2401564
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Bast is a financial professional associated with Edward Jones in Sonoma, CA, where they have been associated since 2019. They have worked in the securities industry since 2014 and were previously registered with Glenfed Brokerage Services. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent).

Office

515 1st Street East
Sonoma, CA 95476-0000

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/15/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 10/8/1993
Series 7
General Securities Representative Examination
Passed 2/21/2019
SIE
Securities Industry Essentials Examination
Passed 1/30/2019
Series 7
General Securities Representative Examination
Passed 2/2/1996
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/8/1993

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Edward JonesCurrent
3/18/2019 – Sonoma, CA
Glenfed Brokerage Services
10/11/1993 – 1/13/1998Glendale, CA

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Edward Jones

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other
Firm account minimum
$25,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23,937
Offices listed on AdvisorFinder:
26
Main office:
St. Louis, MO
SEC file number:
801-3297

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at Edward Jones

Showing 12 of 23,937 in the directory

View Edward Jones firm profile

Similar advisors in Sonoma, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Bast has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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John Bast (Edward Jones) in Sonoma, CA - Fees & Credentials