Tracy Lynn Kelley

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

• 02/2007 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Investment property Coldwater, MI Start date: 5/10/2000 Rental property Hours per week: 0 Hours during trading: 0 No Responsibilities. TK1927 Type of business: Rental Burlington, MI Start date: 5/1/2024 President Hours per week: 1 Hours during trading: 0 Rental duties and upkeep

Exams

• S66 Uniform Combined State Law Examination
  2007-04-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Tracy Lynn Van Wagner
• Tracy Lynn Harmon
• Tracy Lynn Van Wagner
• Tracy Kelley
• Tracy Lynn Kelley