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Gene Kelly Barner

Edward Jones

Oak Harbor, WA

CRD 4654718

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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 2018-12-18
WA RA APPROVED 2009-09-18
  • TX RA
    APPROVED_RES
    Since 2018-12-18
  • WA RA
    APPROVED
    Since 2009-09-18

Branch Locations

144 N E Ernst St Suite C, Oak Harbor, WA 98277-5905 • 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 09/2009 Present
Previous Registrations
Other Businesses

"270 SE Barrington Drive, B102 Rental Property Oak Harbor, WA Start date: 11/30/2006 Owner This is a rental condo owned jointly with my spouse." "Bayview West Condominium Association Oak Harbor, WA Start date: 10/21/2010 Board Member at Large Serve as voting member of the condo association to include by-law review and oversight."

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-29
S63 Uniform Securities Agent State Law Examination 2003-06-20
  • S65 Uniform Investment Adviser Law Examination
    2006-12-29
  • S63 Uniform Securities Agent State Law Examination
    2003-06-20

View on SEC IAPD

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