Sohns Bequest Assets Transferred from Edward Jones Account
- Document date
- Oct 27, 2026
The 30-second brief
Shorewood School District reported that Sohns bequest assets were transferred from a temporary Edward Jones account. The account had been established to receive the bequest funds before their transfer to the District's regular bank.
Edward Jones holds this financial services contract with Shorewood School District. Its other public contracts on record include work for City of Volga and Town of Lingle.
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Contract details
- Contract type
- Financial Services
- Document date
- October 27, 2026
- Vendor
- Edward Jones
- Source document
- Shorewood School District StaffReport Monthly Financial Reports 2026-10-27 (StaffReport)
Edward Jones's other public contracts
More Shorewood School District contracts
Questions about this contract
Who was awarded the financial services contract by Shorewood School District?
Edward Jones was awarded this financial services contract by Shorewood School District, as recorded on October 27, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a staffreport record.
Where was this contract approved?
This contract appears in Shorewood School District StaffReport Monthly Financial Reports 2026-10-27 (StaffReport), dated October 27, 2026 from Shorewood School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Edward Jones hold?
Edward Jones may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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