Kevin Charles Dunbaugh

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2014-08-26
CO	RA	APPROVED	2012-01-03

TX RA
APPROVED_RES

Since 2014-08-26
CO RA
APPROVED

Since 2012-01-03

Branch Locations

7836 N Academy Blvd, Colorado Springs, CO 80920 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	09/2011	Present

09/2011 → Present

Edward Jones

St Louis, MO

Other Businesses

Diocese of Colorado Springs Type of business: Ordained Clergy Colorado Springs, CO Start date: 5/25/2024 Permanent Deacon Hours per week: 20 Hours during trading: 0 Ordain clergy * Defense Finance Accounting Service (DFAS) Indianapolis, IN Start date: 10/1/2011 Hours per week: 0 Hours during trading: 0 0

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-11-04

S66 Uniform Combined State Law Examination

2011-11-04

Designations

Certified Financial Planner

Other Names

Kevin Charles Dunbaugh

View on SEC IAPD