Kimberly Jo Betz

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

• 07/2013 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2012-08-13 → 2013-07-18
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Parkersburg, WV
  Vienna, WV
  Ravenswood, WV
  Ripley, WV
• 2011-01-07 → 2012-08-13
  Edward Jones
  Marietta, OH
  Marietta, OH
  St Louis, MO

Other Businesses

Ashington State Community College Marietta, OH Start date: 1/25/2022 Chair Person Hours per week: 0 Hours during trading: 0 Committee administrator * Two Hearts Enterprises, LLC Type of business: Real Estate Ohio, OH Start date: 4/5/2023 Owner Hours per week: 0 Hours during trading: 0 Property maintenance * The Boys & Girls Club of Washington County Type of business: Non Profit Marietta, OH Start date: 9/16/2025 Board Member Hours per week: 0 Hours during trading: 0 Participation in projects and fund raising events.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-30

Other Names

• Kimberly Jo Tucker
• Kimberly Jo Wells
• Kimberly Wells