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Kaid Koester

Edward Jones

Simpsonville, SC

St. Louis, MO

CRD 6996907

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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
SC RA APPROVED 2026-01-30
TX RA APPROVED 2023-05-26
MO RA APPROVED 2023-03-27
  • SC RA
    APPROVED
    Since 2026-01-30
  • TX RA
    APPROVED
    Since 2023-05-26
  • MO RA
    APPROVED
    Since 2023-03-27

Branch Locations

Simpsonville, SC • United States

12555 Manchester Road, St. Louis, MO 63131 • 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
St Louis University School Of Law St Louis MO 08/2016 05/2017
Kaufhold And Associates Pc Belleville IL 05/2017 07/2018
Stifel Financial Corp St Louis MO 07/2018 01/2019
Brown Smith Wallace St. Louis MO 01/2019 05/2019
Capes Sokol Goodman & Sarachan Pc St Louis MO 05/2019 02/2021
Stifel Financial Corp St. Louis MO 02/2021 03/2023
Edward Jones St Louis MO 03/2023 Present
  • 08/2016 → 05/2017
    St Louis University School Of Law
    St Louis, MO
  • 05/2017 → 07/2018
    Kaufhold And Associates Pc
    Belleville, IL
  • 07/2018 → 01/2019
    Stifel Financial Corp
    St Louis, MO
  • 01/2019 → 05/2019
    Brown Smith Wallace
    St. Louis, MO
  • 05/2019 → 02/2021
    Capes Sokol Goodman & Sarachan Pc
    St Louis, MO
  • 02/2021 → 03/2023
    Stifel Financial Corp
    St. Louis, MO
  • 03/2023 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-30
  • S66 Uniform Combined State Law Examination
    2021-07-30
Designations
  • Certified Financial Planner
Other Names
  • Kaid Anthony Koester

View on SEC IAPD

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