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Cailyn Paradise

Edward Jones

Bantam, CT

CRD 5265169

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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 2021-01-27
CT RA APPROVED 2020-02-10
  • TX RA
    APPROVED
    Since 2021-01-27
  • CT RA
    APPROVED
    Since 2020-02-10

Branch Locations

725 Bantam Road, Bantam, CT 06750 • 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 12/2019 Present
Lincoln Financial (Formerly Liberty Mutual Benefits) Rocky Hill CT 09/2011 09/2019
Unemployed Litchfield CT 09/2019 12/2019
  • 12/2019 → Present
    St Louis, MO
  • 09/2011 → 09/2019
    Lincoln Financial (Formerly Liberty Mutual Benefits)
    Rocky Hill, CT
  • 09/2019 → 12/2019
    Unemployed
    Litchfield, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-07
S63 Uniform Securities Agent State Law Examination 2007-02-28
  • S66 Uniform Combined State Law Examination
    2020-02-07
  • S63 Uniform Securities Agent State Law Examination
    2007-02-28
Designations
  • Certified Financial Planner
Other Names
  • Cailyn Brooke Kelly
  • Cailyn Paradise
  • Cailyn Brooke Paradise

View on SEC IAPD

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