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Kobby Kpabitey Okum

Edward Jones

Leesburg, VA

CRD 5472049

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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_RES 2020-01-16
VA RA APPROVED 2009-03-20
  • TX RA
    APPROVED_RES
    Since 2020-01-16
  • VA RA
    APPROVED
    Since 2009-03-20

Branch Locations

50 Catoctin Cir Ne Suite 215, Leesburg, VA 20176 • 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 01/2008 Present
Other Businesses

Ghana Impact Project Type of business: 501c3 Charity Stone Ridge, VA Start date: 11/11/2021 President Hours per week: 2 Hours during trading: 0 Desc: President of the organization. Help with strategic planning and goals for the organization. Lead monthly meetings and planning for activities such as our annual Gala.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-14
  • S66 Uniform Combined State Law Examination
    2008-04-14
Designations
  • Certified Financial Planner
Other Names
  • Kobby Okum

View on SEC IAPD

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