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Adam Shane Kline

Edward Jones

Bondurant, IA

CRD 4802987

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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 2019-01-04
IA RA APPROVED 2007-04-04
  • TX RA
    APPROVED_RES
    Since 2019-01-04
  • IA RA
    APPROVED
    Since 2007-04-04

Branch Locations

85 Paine St Se Suite E, Bondurant, IA 50035 • 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 Investments St. Louis MO 05/2004 Present
  • 05/2004 → Present
    Edward Jones Investments
    St. Louis, MO
Other Businesses

BONDURANT CHAMBER OF COMMERCE PRESIDENT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-30
S63 Uniform Securities Agent State Law Examination 2004-07-23
  • S66 Uniform Combined State Law Examination
    2007-03-30
  • S63 Uniform Securities Agent State Law Examination
    2004-07-23
Designations
  • Certified Financial Planner
Other Names
  • Adam Kline

View on SEC IAPD

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