Katelynne Conser

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	2019-05-16
CA	RA	APPROVED	2018-10-05

TX RA
APPROVED

Since 2019-05-16
CA RA
APPROVED

Since 2018-10-05

Branch Locations

Oceanside, CA • United States

3609 Ocean Ranch Blvd Suite 180, Oceanside, CA 92056-2698 • 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	08/2018	Present
Veyo Llc	San Diego	CA	10/2017	07/2018
Tuv Sud America, Inc.	San Diego	CA	01/2006	05/2017
Unemployed / Maternity Leave	San Diego	CA	05/2017	10/2017

08/2018 → Present

Edward Jones

St Louis, MO
10/2017 → 07/2018

Veyo Llc

San Diego, CA
01/2006 → 05/2017

Tuv Sud America, Inc.

San Diego, CA
05/2017 → 10/2017

Unemployed / Maternity Leave

San Diego, CA

Other Businesses

Rental Property Type of business: Rental Property, SFH Gilbert, AZ Start date: 5/1/2014 Landlord / Owner Hours per week: 0 Hours during trading: 0 Property is managed locally by a professional organization.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-04

S66 Uniform Combined State Law Examination

2018-10-04

Designations

Certified Financial Planner

Other Names

Katy Conser
Katelynne Irene Conser

View on SEC IAPD