Gifts of stock and mutual funds often transfer anonymously into the JBS brokerage account, without indication of the donor or broker of origin. If you can, please let Nelle Stough know the number of shares and what security you will be contributing so we can acknowledge you in a timely fashion.
Stocks (DTC Eligible Securities) can be delivered to:
LPL Financial (Linsco Private Ledger)
DTC Clearing #0075
For further credit to LPL Account #2802-6511
For further credit to LPL Account Name: John Burroughs School
Our broker at Commerce Bancshares is Joe Costello (314) 746-3621
Commerce Brokerage Services
8000 Forsyth Blvd. 63105
Our Federal Taxpayer ID Number is: 43-0652619.
Mutual funds (Registration Documents) can be delivered to:
LPL Financial
Attn: Mutual Funds Processing Dept.
P.O. Box 6625
Fort Mill, SC 29716-6626
Contact: (858) 450-9606 Ext. 766
Wire Transfer Instructions:
Commerce Bank
Routing # 101000019
Account # 203 200 497
JBS Regular Account