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Karena Michele Marfisi

Edward Jones

Dardenne Prairie, MO

CRD 5006631

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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 2019-01-07
MO RA APPROVED 2018-03-16
  • TX RA
    APPROVED
    Since 2019-01-07
  • MO RA
    APPROVED
    Since 2018-03-16

Branch Locations

2032 Hanley Rd Ste 223, Dardenne Prairie, MO 63368-6707 • 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 07/2005 01/2018
Edward Jones Saint Louis MO 01/2018 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-15
  • S66 Uniform Combined State Law Examination
    2018-03-15
Other Names
  • Karena Michele Hilmen
  • Karena Michelle Marfisi

View on SEC IAPD

Nearby Firms

OSAIC INSTITUTIONS, INC.
FORTIS CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC

Nearby Investors

DANIEL MARK SUTTON
CHRISTOPHER TAYLOR COOPER
Bryce Starzyk

Nearby Offices

OSAIC INSTITUTIONS, INC. · Dardenne Prairie, MO
FORTIS CAPITAL ADVISORS, LLC · O'Fallon, MO
EDWARD JONES · O'FALLON, MO

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