Kendall Augustine Anderson

Grand Junction, CO

CRD 6424491

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2020-08-18
CO	RA	APPROVED	2020-08-11

TX RA
APPROVED

Since 2020-08-18
CO RA
APPROVED

Since 2020-08-11

Branch Locations

517 N 1St Street, Grand Junction, CO 81501-2254 • 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	Grand Junction	CO	12/2014	Present
Self Employed	Grand Junction	CO	06/2015	06/2018

12/2014 → Present

Edward Jones

Grand Junction, CO
06/2015 → 06/2018

Self Employed

Grand Junction, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-10

S66 Uniform Combined State Law Examination

2020-08-10

Designations

Chartered Financial Consultant

Other Names

Kendall Augustine Anderson-Lorentzen
Kendall Augustine Lorentzen
Kendall Anderson-Lorentzen

View on SEC IAPD

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