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Kristi L Young

Edward Jones

Overland Park, KS

CRD 6584751

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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 2020-01-07
KS RA APPROVED 2019-09-09
  • TX RA
    APPROVED
    Since 2020-01-07
  • KS RA
    APPROVED
    Since 2019-09-09

Branch Locations

7500 College Blvd Ste 710, Overland Park, KS 66210 • 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 Overland Park KS 12/2015 01/2024
Edward Jones St. Louis MO 01/2024 Present
Previous Registrations
  • 2017-08-18 → 2017-11-13
    Overland Park, KS
    St Louis, MO
    Overland Park, KS
    Overland Park, KS
Other Businesses

Kansas Notary License Type of business: not established as a business Overland Park, KS Start date: 9/4/2020 Notary Hours per week: 1 Hours during trading: 1 I became a notary. Branch clients are involved only when it is their document that needs notarized for a transfer or rollover mostly - occasionally a client or colleague may need my service as a notary outside of that.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-08
  • S66 Uniform Combined State Law Examination
    2017-06-08
Other Names
  • Kristi L Mcclanahan
  • Kristi L Kamphaus
  • Kristi L Foster

View on SEC IAPD

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