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Katie Jean Maeder

Edward Jones

Port Angeles, WA

CRD 7992873

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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 2025-09-03
WA RA APPROVED 2025-09-03
  • TX RA
    APPROVED
    Since 2025-09-03
  • WA RA
    APPROVED
    Since 2025-09-03

Branch Locations

824 E 8Th St Suite B, Port Angeles, WA 98362 • 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
Farmers New World Life Bellevue WA 09/2021 08/2024
Olympic Medical Physicians Port Angeles WA 01/2021 09/2021
Edward Jones St Louis MO 07/2025 Present
Bliss Salon Company Port Angeles WA 06/2015 12/2020
Farmers Insurance Auburn WA 09/2024 07/2025
Farmer Financial Solutions Auburn WA 10/2024 07/2025
  • 09/2021 → 08/2024
    Farmers New World Life
    Bellevue, WA
  • 01/2021 → 09/2021
    Olympic Medical Physicians
    Port Angeles, WA
  • 07/2025 → Present
    Edward Jones
    St Louis, MO
  • 06/2015 → 12/2020
    Bliss Salon Company
    Port Angeles, WA
  • 09/2024 → 07/2025
    Farmers Insurance
    Auburn, WA
  • 10/2024 → 07/2025
    Farmer Financial Solutions
    Auburn, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-03
S63 Uniform Securities Agent State Law Examination 2024-10-08
  • S66 Uniform Combined State Law Examination
    2025-09-03
  • S63 Uniform Securities Agent State Law Examination
    2024-10-08
Other Names
  • Katie Jean Caldeira

View on SEC IAPD

Nearby Firms

UPLEFT ASSET MANAGEMENT
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

MATTHEW SCOTT MILLER
Joshua Thomas Chicoine
Robert Zajkowski

Nearby Offices

UPLEFT ASSET MANAGEMENT · PORT ANGELES, WA
J.P. MORGAN SECURITIES LLC · PORT ANGELES, WA
EDWARD JONES · PORT ANGELES, WA

More in Port Angeles, WA

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