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Reagan Kerr Potts

Edward Jones

Gainesville, FL

CRD 4829313

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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 2014-08-26
FL RA APPROVED 2011-03-17
  • TX RA
    APPROVED_RES
    Since 2014-08-26
  • FL RA
    APPROVED
    Since 2011-03-17

Branch Locations

4731 N W 53Rd Ave Suite 1, Gainesville, FL 32653-4807 • 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 05/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-01-05
S63 Uniform Securities Agent State Law Examination 2004-11-10
  • S65 Uniform Investment Adviser Law Examination
    2005-01-05
  • S63 Uniform Securities Agent State Law Examination
    2004-11-10
Designations
  • Certified Financial Planner
Other Names
  • Reagan Dehay Kerr
  • Reagan Kerr Dennis

View on SEC IAPD

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