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Karen Lesley Hofler

Edward Jones

Portland, OR

Portland, OR

CRD 6041932

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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 2026-01-14
OR RA APPROVED 2023-05-24
  • TX RA
    APPROVED_RES
    Since 2026-01-14
  • OR RA
    APPROVED
    Since 2023-05-24

Branch Locations

Portland, OR • United States

825 Ne Multnomah St Ste 950, Portland, OR 97232 • 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 Portland OR 10/2003 Present
Other Businesses

CARMEL MOTOR INN, LIMITED PARTNERSHIP Type of business: Hospitality, hotel industry PRINCE GEORGE, BC Start date: 12/31/2021 LPT Hours per week: 0 Hours during trading: 0 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-19
  • S66 Uniform Combined State Law Examination
    2023-05-19
Other Names
  • Karen Drogosz

View on SEC IAPD

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