Catherine Kirkland

CRD 7263475

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2024-08-13
FL	RA	APPROVED	2023-12-05

TX RA
APPROVED

Since 2024-08-13
FL RA
APPROVED

Since 2023-12-05

Branch Locations

Ocala, FL • United States

3879 S E Lake Weir Road, Ocala, FL 34480 • 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
Lake Sumter State College	Leesburg	FL	08/2016	07/2017
Cps Investment Advisors	Lakeland	FL	05/2020	09/2023
Florida Southern College	Lakeland	FL	08/2017	05/2020
Edward Jones	St Louis	MO	09/2023	Present
Cps Investment Advisors	Lakeland	FL	04/2019	05/2020

08/2016 → 07/2017

Lake Sumter State College

Leesburg, FL
05/2020 → 09/2023

Cps Investment Advisors

Lakeland, FL
08/2017 → 05/2020

Florida Southern College

Lakeland, FL
09/2023 → Present

Edward Jones

St Louis, MO
04/2019 → 05/2020

Cps Investment Advisors

Lakeland, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-27

S66 Uniform Combined State Law Examination

2023-11-27

Other Names

Catherine Kirkland
Catherine Anne Kirkland

View on SEC IAPD

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