Krista Lyn Velez

Claim This Profile

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-06-03
KY	RA	APPROVED	2026-04-20

TX RA
APPROVED_RES

Since 2026-06-03
KY RA
APPROVED

Since 2026-04-20

Branch Locations

207 Phillips Court, Owensboro, KY 42303 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
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	04/2021	Present
Classical Conversations	West End	NC	08/2009	Present
Owensboro Health	Owensboro	KY	06/1989	04/2021

04/2021 → Present

Edward Jones

St. Louis, MO
08/2009 → Present

Classical Conversations

West End, NC
06/1989 → 04/2021

Owensboro Health

Owensboro, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-14

S66 Uniform Combined State Law Examination

2026-04-14

Other Names

Krista Lyn Mcdonald
Krista Lyn Daugherty

View on SEC IAPD

Other Firms

RIVERCITIES ASSET MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

U.S. BANCORP ADVISORS, LLC

PRIVATE ADVISOR GROUP, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

J.P. MORGAN SECURITIES LLC

PNC WEALTH MANAGEMENT LLC

FIFTH THIRD SECURITIES, INC.

Other Investors

GREGORY LOUIS MOORE

Russell Mack Burton

Benjamin Burns Mackey

HEATH BURTON GREENWELL

BRIAN RICHARD WILBORN

Madison B Haycraft

Other Offices

RIVERCITIES ASSET MANAGEMENT, LLC · OWENSBORO, KY

EDWARD JONES · OWENSBORO, KY

EDWARD JONES · OWENSBORO, KY

AMERIPRISE FINANCIAL SERVICES, LLC · OWENSBORO, KY

U.S. BANCORP ADVISORS, LLC · Owensboro, KY

PRIVATE ADVISOR GROUP, LLC · OWENSBORO, KY

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Owensboro, KY

J.P. MORGAN SECURITIES LLC · OWENSBORO, KY

More in Owensboro, KY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor