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Kelly M Mcginnis

Edward Jones

High Ridge, MO

CRD 5983125

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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_RES 2018-12-11
MO RA APPROVED 2012-01-30
  • TX RA
    APPROVED_RES
    Since 2018-12-11
  • MO RA
    APPROVED
    Since 2012-01-30

Branch Locations

1 Dillon Plaza Dr, High Ridge, MO 63049 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 10/2011 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-02
  • S66 Uniform Combined State Law Examination
    2011-12-02
Other Names
  • Kelly Matthew Mcginnis

View on SEC IAPD

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