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Anne-Marie Kelley

Edward Jones

Holden, MA

CRD 6643985

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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_RES 2023-06-15
MA RA APPROVED 2016-08-29
  • TX RA
    APPROVED_RES
    Since 2023-06-15
  • MA RA
    APPROVED
    Since 2016-08-29

Branch Locations

1161 Main St Suite 1, Holden, MA 01520 • 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 05/2016 Present
Other Businesses

Self employed, no business Type of business: Service Northborough, MA Start date: 10/12/2022 Owner Hours per week: 0 Hours during trading: 0 post content to instagram @anne.marie.kelley to help women overcome overwhelm and start taking actions on what they want most in their lives.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-05
  • S66 Uniform Combined State Law Examination
    2016-07-05
Other Names
  • Anne-Marie Elizabeth Kelley

View on SEC IAPD

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