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Kevin Firkus

Edward Jones

St. Louis, MO

Dallas, TX

CRD 4552823

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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 2020-01-06
  • TX RA
    APPROVED
    Since 2020-01-06

Branch Locations

12555 Manchester Road, St. Louis, MO 63131 • United States

Dallas, TX • 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
Proequities Inc Dallas TX 06/2016 05/2018
Protective Life Dallas TX 05/2016 05/2018
Allstate Insurance Company Grapevine TX 10/2018 10/2019
Unemployed Dalls TX 06/2018 09/2018
Edward Jones Dallas TX 10/2019 Present
  • 06/2016 → 05/2018
    Proequities Inc
    Dallas, TX
  • 05/2016 → 05/2018
    Protective Life
    Dallas, TX
  • 10/2018 → 10/2019
    Allstate Insurance Company
    Grapevine, TX
  • 06/2018 → 09/2018
    Unemployed
    Dalls, TX
  • 10/2019 → Present
    Edward Jones
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-03
S63 Uniform Securities Agent State Law Examination 2016-06-27
  • S66 Uniform Combined State Law Examination
    2020-01-03
  • S63 Uniform Securities Agent State Law Examination
    2016-06-27
Other Names
  • Kevin J Firkus
  • Kevin James Firkus
  • Kevin Firkus

View on SEC IAPD

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