Kelley A Witters

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

• 04/2019 → Present
  Edward Jones
  St Louis, MO
• 09/2016 → 03/2019
  Unemployed
  Medford, OR

Exams

• S66 Uniform Combined State Law Examination
  2019-06-03

Other Names

• Kelley Ann Stone
• Kelley Ann Witters