Katherine M Bray

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

• 02/2021 → 02/2024
  F&M Financial Services
  Harrisonburg, VA
• 06/2018 → 02/2021
  Wharton Aldhizer & Weaver, Plc
  Harrisonburg, VA
• 03/2012 → 06/2018
  Cinnamon Bear Bakery & Deli
  Harrisonburg, VA
• 02/2024 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2021-11-16 → 2024-02-27
  Osaic Institutions, Inc.
  Harrisonburg, VA

Exams

• S66 Uniform Combined State Law Examination
  2021-11-15

Designations

• Certified Financial Planner

Other Names

• Katherine Elizabeth Magri
• Katherine Magri Bray