Kelly Gandre

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 10/2017
  Neuberger Berman, Llc
  Dallas, TX
• 10/2017 → 12/2018
  Lyrical Partners, Lp
  New York, NY
• 06/2018 → 12/2018
  Ultimus Fund Distributors
  Cincinnati, OH
• 03/2019 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2019-03-11 → 2019-03-11
  Edward Jones
  Richardson, TX
  St Louis, MO
• 2011-06-27 → 2017-10-17
  Neuberger Berman Bd Llc
  New York, NY
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  New York, NY

Other Businesses

Self Type: Pet Boarding Date: 09/01/23 Title: Dog sitter/boarding Trad Hrs: 0 Tot Hrs: 4 Desc: Dog boarding/sitting -weekends City-State: Houston TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-24
• S63 Uniform Securities Agent State Law Examination
  2011-04-04