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Mary Kathryn Thompson

Edward Jones

Windsor, CT

Windsor, CT

CRD 6563761

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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
CT RA APPROVED 2023-12-04
  • CT RA
    APPROVED
    Since 2023-12-04

Branch Locations

Windsor, CT • United States

233 Addison Rd, Windsor, CT 06095-2332 • 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 St Louis MO 08/2023 Present
Oldfields School Glencoe Sparks MD 07/2019 06/2023
One Source Contracting Baltimore MD 04/2019 08/2019
Loomis Chaffee Windsor CT 11/2018 02/2019
Stanley Black And Decker Towson MD 02/2017 07/2018
Edward Jones Investments Windsor CT 04/2016 08/2017
N/A N/A XX 07/2018 11/2018
  • 08/2023 → Present
    St Louis, MO
  • 07/2019 → 06/2023
    Oldfields School
    Glencoe Sparks, MD
  • 04/2019 → 08/2019
    One Source Contracting
    Baltimore, MD
  • 11/2018 → 02/2019
    Loomis Chaffee
    Windsor, CT
  • 02/2017 → 07/2018
    Stanley Black And Decker
    Towson, MD
  • 04/2016 → 08/2017
    Edward Jones Investments
    Windsor, CT
  • 07/2018 → 11/2018
    N/A
    N/A, XX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-29
  • S66 Uniform Combined State Law Examination
    2023-11-29
Other Names
  • Mary Kathryn Mcmahon

View on SEC IAPD

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