Kelsey Oliver Sowers

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

• 11/2018 → Present
  Edward Jones
  St Louis, MO
• 03/2017 → 10/2018
  Accutrak Inventory
  Mooresville, NC
• 03/2015 → 02/2017
  Longhorn Steakhouse
  Huntersville, NC
• 01/2017 → 10/2018
  Prestige Planners
  Statesville, NC

Other Businesses

Rental Property Type: Rental Property Date: 06/05/23 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: Maintaining home, keeping up with contracts, making sure all renters questions/needs are met and handled appropriately, making sure rent is paid City-State: Taylorsville NC

Exams

• S66 Uniform Combined State Law Examination
  2019-01-05

Designations

• Chartered Financial Consultant

Other Names

• Kelsey Lorraine Oliver