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Rosemarie Colleen Kountz

Edward Jones

Portsmouth, NH

Rye, NH

CRD 4178502

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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
NH RA APPROVED 2021-10-25
  • NH RA
    APPROVED
    Since 2021-10-25

Branch Locations

Portsmouth, NH • United States

1247 Washington Rd Unit 3, Rye, NH 03870-2346 • 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 04/2001 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-08
S63 Uniform Securities Agent State Law Examination 2002-06-21
  • S66 Uniform Combined State Law Examination
    2007-01-08
  • S63 Uniform Securities Agent State Law Examination
    2002-06-21
Other Names
  • Rosemarie Colleen Kountz

View on SEC IAPD

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