Kartik Trivedi

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 11/2022
  New York Life Insurance
  Waltham, MA
• 10/2022 → 02/2023
  Unemployed
  Grafton, MA
• 01/2017 → 10/2018
  Amazon
  Columbus, OH
• 12/2024 → Present
  Edward Jones
  St. Louis, MO
• 02/2023 → 12/2024
  Bank Of America
  Cambridge, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-05-01

Other Names

• Kartik Mahesh Trivedi
• Kartik Trivedi