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Kelly Marie Finley

Edward Jones

Shavano Park, TX

CRD 7162494

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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 2019-12-17
  • TX RA
    APPROVED
    Since 2019-12-17

Branch Locations

3010 N Loop 1604 W Ste 215, Shavano Park, TX 78231 • 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 10/2019 Present
Gunn Automotive Group San Antonio TX 12/2018 10/2019
Landon Ridge Alamo Ranch - Sagora Senior Living San Antonio TX 09/2017 11/2018
Isle At Watercrest Alamo Ranch - Integrated Senior Living San Antonio TX 02/2016 09/2017
  • 10/2019 → Present
    Edward Jones
    St Louis, MO
  • 12/2018 → 10/2019
    Gunn Automotive Group
    San Antonio, TX
  • 09/2017 → 11/2018
    Landon Ridge Alamo Ranch - Sagora Senior Living
    San Antonio, TX
  • 02/2016 → 09/2017
    Isle At Watercrest Alamo Ranch - Integrated Senior Living
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-15
  • S66 Uniform Combined State Law Examination
    2019-12-15
Other Names
  • Kelly Marie Luallin
  • Kelly Marie Stone
  • Kelly Marie Finley

View on SEC IAPD

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