Preetha Gopi Kumar

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → 01/2018
  Stearns Home Loans
  Centreville, VA
• 02/2018 → 09/2018
  Unemployed
  Chantilly, VA
• 07/2012 → 10/2016
  Unemployed
  Chantilly, VA
• 10/2018 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakton, VA
• 10/2018 → 10/2022
  Bank Of America, N.A.
  Oakton, VA
• 10/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2019-01-28 → 2022-10-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Springfield, VA
  Bethesda, MD
  Oakton, VA
  New York, NY
  Oakton, VA
  Springfield, VA
  Reston, VA
  Reston, VA
  Fairfax, VA
  Chantilly, VA
  Stone Ridge, VA
  Chantilly, VA
  Herndon, VA

Exams

• S66 Uniform Combined State Law Examination
  2019-01-25

Other Names

• Preetha G K
• Preetha Gopi Kumar