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Kelly Ditmore Mahmoud

Edward Jones

Austin, TX

CRD 4468096

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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 2007-01-03
  • TX RA
    APPROVED
    Since 2007-01-03

Branch Locations

2905 San Gabriel St Suite 201, Austin, TX 78705 • 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 01/2004 Present
Previous Registrations
Other Businesses

REG ATX 2000 E 6th St Ltd Type of business: Real Estate Investment Austin, TX Start date: 3/15/2022 Hours per week: 0 Hours during trading: 0 LPT Woodmont Family Partners Type of business: Passive Real Estate investment Austin, TX Start date: 8/1/2022 GNP Hours per week: 0 Hours during trading: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-26
  • S66 Uniform Combined State Law Examination
    2002-02-26

View on SEC IAPD

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