Khooshbu Bassi

Clifton Park, NY

CRD 6952641

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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_RES	2022-03-07
NY	RA	APPROVED	2021-06-29
MO	RA	APPROVED	2018-08-03

TX RA
APPROVED_RES

Since 2022-03-07
NY RA
APPROVED

Since 2021-06-29
MO RA
APPROVED

Since 2018-08-03

Branch Locations

675 Grooms Rd #206, Clifton Park, NY 12065-5912 • 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	06/2018	Present
Nyu Langone Health	New York	NY	07/2016	05/2018

06/2018 → Present

Edward Jones

St Louis, MO
07/2016 → 05/2018

Nyu Langone Health

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-02

S66 Uniform Combined State Law Examination

2018-08-02

Other Names

Khooshbu Anand

View on SEC IAPD

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Nearby Investors

Andrew J Bullock

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CLIFTON PARK, NY

KEY INVESTMENT SERVICES LLC · CLIFTON PARK, NY

CETERA INVESTMENT ADVISERS LLC · CLIFTON PARK, NY

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