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Mary Kay Bell

Edward Jones

New Palestine, IN

CRD 7024148

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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
TX RA APPROVED 2019-10-29
IN RA APPROVED 2019-01-28
  • TX RA
    APPROVED
    Since 2019-10-29
  • IN RA
    APPROVED
    Since 2019-01-28

Branch Locations

4037 S Arbor Lane Suite C, New Palestine, IN 46163 • 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
Edward Jones St Louis MO 10/2018 Present
Elements Financial Indianapolis IN 04/2013 10/2018
  • 10/2018 → Present
    St Louis, MO
  • 04/2013 → 10/2018
    Elements Financial
    Indianapolis, IN
Other Businesses

AB Rentals Type: residential rental properties Date: 01/01/15 Title: owner Trad Hrs: 0 Tot Hrs: 0 Desc: Maintain 1 rental through contractors mainly, minimal hours yearly, drive bys, showing when vacant/ operate at a loss due to upgrades or maintenance. City-State: Franklin IN ***************** "Mia Bella Type: Personal Blog Date: 06/01/17 Title: Blog Trad Hrs: 0 Tot Hrs: 0 Desc: blog weekly (Tuesday Mornings) about personal experiences as a Christian City-State: Franklin IN"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-26
  • S66 Uniform Combined State Law Examination
    2019-01-26
Other Names
  • Mary Kay Dougherty
  • Mary Kay Armour
  • Mary Kay Moore

View on SEC IAPD

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