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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-04-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2000 | Present |
Commercial Rental Property Type of business: Leased office space Meridian, ID Start date: 10/1/2008 Owner Hours per week: 0 Hours during trading: 0 Landlord/tenant * Rental Property- La Vita E Bella LLC Type of business: LLC Meridian, ID Start date: 6/1/2017 Member of LLC Hours per week: 0 Hours during trading: 0 Desc: Karen Klein owns Rental- Karen Klein (spouse) is LLC sole proprietor and runs rental business. * LaVita e Bella LLC Type of business: Rental Property Meridian, ID Start date: 4/1/2023 Married to LLC/Landlord Owner Hours per week: 0 Hours during trading: 0 Desc: No responsibilities * Visionary Ventures LLC Type of business: Commercial Property Investment Eagle, ID Start date: 9/1/2025 Member Hours per week: 0 Hours during trading: 0 Member owner of a commercial real estate/office property. Most likely an Edward Jones office * Lakeview Legacy LLC Type of business: Real estate partnership LLC Eagle, ID Start date: 9/1/2025 member Hours per week: 0 Hours during trading: 0 member owner of property with family members. Vacation and potential development property. Son has excavation business and son in law has landscaping business. Potential for splitting and selling.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-07 |
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