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Katelyn Elizabeth Graham

Edward Jones

Belfair, WA

CRD 6520569

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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 2025-08-29
WA RA APPROVED 2025-08-25
  • TX RA
    APPROVED
    Since 2025-08-29
  • WA RA
    APPROVED
    Since 2025-08-25

Branch Locations

Belfair, WA • 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 Belfair WA 06/2019 Present
Scott Mclendon's Hardware Belfair WA 04/2018 05/2019
The Roanoak Inn Mercer Island WA 04/2018 08/2018
New Season Market Mercer Island WA 08/2017 04/2018
Foresters Financial Beaverton OR 06/2015 07/2017
  • 06/2019 → Present
    Edward Jones
    Belfair, WA
  • 04/2018 → 05/2019
    Scott Mclendon's Hardware
    Belfair, WA
  • 04/2018 → 08/2018
    The Roanoak Inn
    Mercer Island, WA
  • 08/2017 → 04/2018
    New Season Market
    Mercer Island, WA
  • 06/2015 → 07/2017
    Foresters Financial
    Beaverton, OR
Other Businesses

Notary Belfair, WA Start date: 11/3/2021 Notary Public Hours per week: 1 Hours during trading: 0 City-State: Belfair WA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-22
S63 Uniform Securities Agent State Law Examination 2015-09-24
  • S66 Uniform Combined State Law Examination
    2025-08-22
  • S63 Uniform Securities Agent State Law Examination
    2015-09-24

View on SEC IAPD

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