Kaleb Zachery Williams

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

Authority	Category	Status	Date
TX	RA	APPROVED	2021-03-18
FL	RA	APPROVED	2020-06-15

TX RA
APPROVED

Since 2021-03-18
FL RA
APPROVED

Since 2020-06-15

Branch Locations

Oviedo, FL • United States

642 Rugby St, Orlando, FL 32804-5310 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	03/2020	Present
Lockheed Martin Corporation	Bethesda	MD	06/2010	Present

03/2020 → Present

Edward Jones

St Louis, MO
06/2010 → Present

Lockheed Martin Corporation

Bethesda, MD

Other Businesses

"Activity: Lockheed Martin Corporation Type: Defense Contractor Date: 06/21/10 Title: Financial Analyst Trad Hrs: 0 Tot Hrs: 0 Desc: I am still an employee at Lockheed Martin until April 10th. I am not actively working at Lockheed Martin. I am taking vacation for the next two weeks until my termination on April 10th. City-State: Bethesda MD"

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-11

S66 Uniform Combined State Law Examination

2020-06-11

View on SEC IAPD