Kimberley Greenwald

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

• 04/2008 → 07/2018
  Jackson National Life Distributors Llc
  Denver, CO
• 08/2018 → 12/2018
  Unemployed
  Macomb, MI
• 01/2019 → 05/2022
  Pacific Life Insurance Co.
  Aliso Viejo, CA
• 06/2022 → Present
  Edward Jones
  St Louis, MO
• 01/2022 → 04/2022
  Heritage Church - Hcd Group
  Sterling Heights, MI

Previous Registrations

• 2015-09-02 → 2016-03-29
  Curian Capital, Llc
  Denver, CO
• 2013-02-26 → 2013-09-04
  Curian Capital, Llc
  Denver, CO

Other Businesses

HDC Group-Heritage Church Type of business: Health and Fitness Sterling Heights, MI Start date: 1/1/2022 Nutrition Coach Hours per week: 2 Hours during trading: 0 Online nutrition coach.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-08
• S65 Uniform Investment Adviser Law Examination
  2013-02-25
• S63 Uniform Securities Agent State Law Examination
  2009-02-06

Other Names

• Kimberley L Greenwald
• Kimberley Lauren Greenwald