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Kathryn Allison Edmunds

The Renn Wealth Management Group, Inc.

Atlanta, GA

CRD 2781241

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Employer firm

The Renn Wealth Management Group, Inc. CRD 117500

$152M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
The Renn Wealth Management Group, Inc.

3205 Paces Ferry Place, Nw, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2003-02-25
  • GA RA
    APPROVED
    Since 2003-02-25

Branch Locations

3535 Piedmont Road Suite 450, Atlanta, GA 30305 • 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
Raymond James Financial Svcs Atlanta GA 02/2000 Present
The Renn Wealth Management Group Atlanta GA 01/2002 Present
The Renn Wealth Management Group, Inc Atlanta GA 01/2007 Present
  • 02/2000 → Present
    Raymond James Financial Svcs
    Atlanta, GA
  • 01/2002 → Present
    The Renn Wealth Management Group
    Atlanta, GA
  • 01/2007 → Present
    Atlanta, GA
Other Businesses

(1) Name of Business: Nonvariable Insurance Address: 3205 Paces Ferry Pl NW, Atlanta, GA, 30305, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Licensed Insurance Agent who helps guide clients on insurance needs (2) Name of Business: The Renn Wealth Management Group Address: 3205 Paces Ferry Pl NW, Atlanta, GA, 30305-1308, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Other Investment Related: No Start Date: 02/01/2000 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor/IAR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-04-19
  • S63 Uniform Securities Agent State Law Examination
    2000-04-19
Other Names
  • Kathryn Allison Jones
  • Kathryn Allison Jones

View on SEC IAPD

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