Joshua R Kantor

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-04-03
MI	RA	APPROVED	2023-02-07

TX RA
APPROVED_RES

Since 2023-04-03
MI RA
APPROVED

Since 2023-02-07

Branch Locations

Grand Rapids, MI • United States

2465 Byron Station Sw Ste E, Byron Center, MI 49315 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Invesco Distributors, Inc.	Houston	TX	09/2014	06/2021
T Rowe Price	Baltimore	MD	06/2021	01/2023
Edward Jones	St Louis	MO	01/2023	Present

09/2014 → 06/2021

Invesco Distributors, Inc.

Houston, TX
06/2021 → 01/2023

T Rowe Price

Baltimore, MD
01/2023 → Present

Edward Jones

St Louis, MO

Previous Registrations

2021-07-21 → 2023-02-07

T. Rowe Price Associates, Inc.

Grand Rapids, MI
2014-09-11 → 2021-06-04

Invesco Advisers, Inc.

Grand Rapids, MI

Atlanta, GA
2009-05-27 → 2014-09-04

Lord, Abbett & Co. Llc

Jersey City, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-05-15
S63	Uniform Securities Agent State Law Examination	2002-12-13

S65 Uniform Investment Adviser Law Examination

2009-05-15
S63 Uniform Securities Agent State Law Examination

2002-12-13

Other Names

Joshua Rain Kantor
Joshua Kantor

View on SEC IAPD