Bruce Evan Kallor

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1999 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Business Associate of West Broward Coral Springs, FL Start date: 7/14/2010 Board Member Hours per week: 0 Hours during trading: 0 Help run our business club, participate in decisions regarding activities of the club as well as membership and membership growth. In Jacob's Shoes - The Jacob S Zweig Foundation Margate, FL Start date: 8/1/2014 Advisory Board Hours per week: 0 Hours during trading: 0 Event committee for annual fundraisers, actively participate with and gather volunteers for collection, cleaning, and distribution of shoes for underprivileged children and adults in Broward, Dade, and Palm Beach Counties.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-15
• S63 Uniform Securities Agent State Law Examination
  1999-11-10

Designations

• Certified Financial Planner
• Chartered Financial Consultant