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Callene Kae Norell

Edward Jones

Delta, CO

Delta, CO

CRD 7163923

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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 2020-02-14
CO RA APPROVED 2019-10-14
  • TX RA
    APPROVED
    Since 2020-02-14
  • CO RA
    APPROVED
    Since 2019-10-14

Branch Locations

Delta, CO • United States

443 Main St, Delta, CO 81416 • 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 08/2019 Present
H Bar X Trucking Llc Delta CO 03/2018 Present
Ariat Int Union City CA 04/2016 03/2018
  • 08/2019 → Present
    St Louis, MO
  • 03/2018 → Present
    H Bar X Trucking Llc
    Delta, CO
  • 04/2016 → 03/2018
    Ariat Int
    Union City, CA
Other Businesses

Husbands cattle business Type of business: ag Delta, CO Start date: 8/3/2026 spouse Hours per week: 0 Hours during trading: 0 I have no responsibilities, disclosing per FSD. This business is my husbands but potential funds will be deposited into a joint account. H Bar X Trucking Type of business: transportation Delta, CO Start date: 3/1/2018 co owner Hours per week: 1 Hours during trading: 0 responsibilities include paperwork once a week for less than an hour and quarterly for less than two hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-12
  • S66 Uniform Combined State Law Examination
    2019-10-12
Other Names
  • Callene Kae Correll

View on SEC IAPD

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