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Richard Kelvin Weld

Edward Jones

Shavano Park, TX

CRD 8068149

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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 2025-08-11
  • TX RA
    APPROVED
    Since 2025-08-11

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 04/2025 Present
Frost Bank San Antonio TX 04/2021 04/2025
Rackspace Hosting San Antonio TX 09/2015 04/2021
  • 04/2025 → Present
    Edward Jones
    St. Louis, MO
  • 04/2021 → 04/2025
    Frost Bank
    San Antonio, TX
  • 09/2015 → 04/2021
    Rackspace Hosting
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-07
  • S66 Uniform Combined State Law Examination
    2025-08-07
Other Names
  • Rick Kelvin Weld
  • Richard K Weld

View on SEC IAPD

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