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Amanda Marie Kelly

Edward Jones

Webster City, IA

CRD 5932496

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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 2025-12-12
IA RA APPROVED 2025-11-12
VA RA APPROVED 2020-12-03
MO RA APPROVED 2014-09-02
  • TX RA
    APPROVED
    Since 2025-12-12
  • IA RA
    APPROVED
    Since 2025-11-12
  • VA RA
    APPROVED
    Since 2020-12-03
  • MO RA
    APPROVED
    Since 2014-09-02

Branch Locations

508 Second Street, Webster City, IA 50595 • 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 06/2014 11/2025
Edward Jones St Louis MO 11/2025 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-29
  • S66 Uniform Combined State Law Examination
    2014-08-29
Designations
  • Chartered Financial Analyst
Other Names
  • Mandy Marie Finucan
  • Amanda Marie Finucan

View on SEC IAPD

Nearby Firms

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Nearby Investors

Brody Eischeid
ANDREW EDWIN HEJLIK
MEREDITH ANN BARGFREDE

Nearby Offices

LPL FINANCIAL LLC · WEBSTER CITY, IA
VAN DIEST CAPITAL · Webster City, IA
CETERA INVESTMENT ADVISERS LLC · WEBSTER CITY, IA

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