Keith Alan Avery

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

Authority	Category	Status	Date
TX	RA	APPROVED	2018-12-18
TN	RA	APPROVED	2006-11-02

TX RA
APPROVED

Since 2018-12-18
TN RA
APPROVED

Since 2006-11-02

Branch Locations

1650 Murfreesboro Rd Ste 140, Franklin, TN 37067 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2003	Present

08/2003 → Present

Edward Jones

St Louis, MO

Other Businesses

SilverOak's Apartments Type of business: Apartment Complex Atlanta, GA Start date: 6/1/2012 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2003-10-09

S63 Uniform Securities Agent State Law Examination

2003-10-09

Designations

Certified Financial Planner

Other Names

Keith A Avery

View on SEC IAPD