Kacey J Gross

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

Authority	Category	Status	Date
KY	RA	APPROVED	2026-06-18

KY RA
APPROVED

Since 2026-06-18

Branch Locations

109 Springdale Dr Suite 1 The Paddock Shoppes, Nicholasville, KY 40356 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	03/2026	Present
The Sherwin Williams Co	Independence	KY	10/2019	03/2026
P.F. Changs	Lexington	KY	10/2015	02/2019
Walgreens	Lexington	KY	06/2012	10/2019

03/2026 → Present

Edward Jones

St Louis, MO
10/2019 → 03/2026

The Sherwin Williams Co

Independence, KY
10/2015 → 02/2019

P.F. Changs

Lexington, KY
06/2012 → 10/2019

Walgreens

Lexington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-19

S66 Uniform Combined State Law Examination

2026-05-19

Other Names

Kacey Gross Mcgee

View on SEC IAPD

Employer firm

Current Employers

Edward Jones

Disclosures

Employment History

Exams

Other Names

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