Kari Lynn Matney

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

• 09/2019 → Present
  Edward Jones
  St Louis, MO
• 02/2015 → 07/2019
  Sleep On It, Dba Urban Mattress
  Austin, TX
• 08/2000 → 05/2018
  Homeschool Teacher
  Round Rock, TX

Other Businesses

"Self Employed Counselor Type: Nutrition and Fitness Coaching Date: 03/01/17 Title: Nutrition and FitnessCounselor Trad Hrs: 0 Tot Hrs: 1 Desc: I have a few old clients with whom I discuss their maintenance protocols for nutrition and fitness. City-State: Round Rock TX" **** "College Inroads Type: College Counseling Date: 01/01/18 Title: Editor Trad Hrs: 0 Tot Hrs: 3 Desc: I have some high school students that I do their college essay-writing editing. I am wrapping up with existing students, then my responsibilities with this company will be completed. City-State: Austin TX"

Exams

• S66 Uniform Combined State Law Examination
  2019-11-08

Designations

• Chartered Financial Consultant

Other Names

• Kari Lynn Peek