Karen Aversano

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

• 10/2012 → Present
  Edward Jones
  St Louis, MO

Other Businesses

5 Monsey LLC Type of business: Rental Property Flemington, NJ Start date: 10/9/2023 Partner Hours per week: 0 Hours during trading: 0 Desc: Zero. I'm just listed on the LLC paperwork. It's my husband's mom's house he inherited when she died. We rent it out.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-07

Designations

• Certified Financial Planner

Other Names

• Karen M O'NEill
• Karen M Aversand
• Karen M Aversano