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Kelly Ann Cunningham

Edward Jones

South San Francisco, CA

CRD 4480485

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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 2022-08-04
CA RA APPROVED 2006-10-27
  • TX RA
    APPROVED_RES
    Since 2022-08-04
  • CA RA
    APPROVED
    Since 2006-10-27

Branch Locations

400 Oyster Point Blvd Suite 438, South San Francisco, CA 94080 • 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 11/2001 Present
Other Businesses

"Cypress Investment Partnership Type of business: Partnership San Francisco, CA Start date: 1/1/2005 General Partner Hours per week: 0 Hours during trading: 0 help the Partnership when we are buying or selling real estate: contact realtor, escrow officer and sign and mail documents. "

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-25
S63 Uniform Securities Agent State Law Examination 2002-01-31
  • S66 Uniform Combined State Law Examination
    2006-10-25
  • S63 Uniform Securities Agent State Law Examination
    2002-01-31
Designations
  • Certified Financial Planner
Other Names
  • Kelly Ann Miles
  • Kelly Cunningham

View on SEC IAPD

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