Best Investors Account Sign in

Ryan Daniel Kleiss

Edward Jones

Charleston, IL

Arthur, IL

CRD 4138316

Claim This Profile
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
IL RA APPROVED 2016-04-27
  • IL RA
    APPROVED
    Since 2016-04-27

Branch Locations

Charleston, IL • United States

250 S Vine St Suite A, Arthur, IL 61911-1360 • 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 04/2016 Present
Previous Registrations
  • 2007-05-30 → 2012-08-20
    Edward Jones
    Tuscola, IL
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-27
  • S66 Uniform Combined State Law Examination
    2016-04-27
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

More in Charleston, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor