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Kevin Michael Spotts

Edward Jones

Buda, TX

CRD 6652313

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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 2016-09-23
  • TX RA
    APPROVED
    Since 2016-09-23

Branch Locations

203 Railroad Street Suite 1 B, Buda, TX 78610 • 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

Veteran Affairs Washington DC, DC Start date: 7/25/2016 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-26
  • S66 Uniform Combined State Law Examination
    2016-07-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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