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Amanda Kelley Mize

Edward Jones

Lake Jackson, TX

CRD 5338012

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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 2018-01-02
  • TX RA
    APPROVED
    Since 2018-01-02

Branch Locations

190 Abner Jackson Pkwy Ste 120, Lake Jackson, TX 77566-5169 • 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 Lake Jackson TX 02/2012 04/2017
Edward Jones Saintr Louis MO 04/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-21
  • S66 Uniform Combined State Law Examination
    2017-02-21
Other Names
  • Amanda Marie Kelley

View on SEC IAPD

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Nearby Investors

Jeffrey Dean Shoemaker
TINA MASHAL TUCKER
Irma A Callaway

Nearby Offices

EDWARD JONES · LAKE JACKSON, TX
EDWARD JONES · LAKE JACKSON, TX
LPL FINANCIAL LLC · LAKE JACKSON, TX

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