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Kenneth Allen Cordy

Edward Jones

Palo Cedro, CA

CRD 4342539

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-06
CA RA APPROVED 2007-05-02
  • TX RA
    APPROVED_RES
    Since 2018-12-06
  • CA RA
    APPROVED
    Since 2007-05-02

Branch Locations

9444 Deschutes Rd, Palo Cedro, CA 96073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 12/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-13
S63 Uniform Securities Agent State Law Examination 2001-03-29
  • S65 Uniform Investment Adviser Law Examination
    2007-02-13
  • S63 Uniform Securities Agent State Law Examination
    2001-03-29
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Kenneth Allen Cordy

View on SEC IAPD

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Nearby Investors

Michael D Bayer
GARET LEE TARVIN
RICHARD BENJAMIN KOMAREK

Nearby Offices

ALPHA INITIATIVE · PALO CEDRO, CA
RIC KOMAREK, CFP · REDDING, CA
RETIREMENT LIFESTYLES ADVISORY GROUP · REDDING, CA

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