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Brandi Kasza

Edward Jones

Waltham, MA

Waltham, MA

Needham, MA

CRD 7385366

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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
MA RA APPROVED 2024-12-16
TX RA APPROVED 2024-07-15
  • MA RA
    APPROVED
    Since 2024-12-16
  • TX RA
    APPROVED
    Since 2024-07-15

Branch Locations

Waltham, MA • United States

Waltham, MA • United States

175 Highland Avenue, Needham, MA 02494 • 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
Unemployed Woodridge IL 07/2013 07/2017
Iowa State University Ames IA 08/2017 05/2020
Northwestern Mutual Des Moines IA 05/2020 07/2020
Iowa State University Ames IA 08/2020 05/2021
Fidelity Investments Durham NC 05/2021 06/2024
Edward Jones St Louis MO 07/2024 Present
  • 07/2013 → 07/2017
    Unemployed
    Woodridge, IL
  • 08/2017 → 05/2020
    Iowa State University
    Ames, IA
  • 05/2020 → 07/2020
    Northwestern Mutual
    Des Moines, IA
  • 08/2020 → 05/2021
    Iowa State University
    Ames, IA
  • 05/2021 → 06/2024
    Fidelity Investments
    Durham, NC
  • 07/2024 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
  • 2022-05-27 → 2024-06-20
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-17
  • S66 Uniform Combined State Law Examination
    2022-05-17
Other Names
  • Brandi Mary Kasza
  • Brandi Kasza

View on SEC IAPD

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