Kelly Morgan

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
OR	RA	APPROVED	2015-10-30

OR RA
APPROVED

Since 2015-10-30

Branch Locations

16100 Nw Cornell Road Ste 260, Beaverton, OR 97006 • 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	06/2015	Present

06/2015 → Present

Edward Jones

St Louis, MO

Other Businesses

Morgan Legal Services, LLC Legal Services Hillsboro, OR Start date: 3/18/2015 Member I opened this business, but I never conducted business, advertised services, signed a lease, opened a bank account etc. I am the sole member of the LLC. I am mailing a form to the Oregon Secretary to State to dissolve the business, which will hopefully be processed next week.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-08-24

S66 Uniform Combined State Law Examination

2015-08-24

Designations

Certified Financial Planner

Other Names

Kelly Morgan
Kelly D Morgan

View on SEC IAPD