Elizabeth Kennedy

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

• 02/2017 → 06/2018
  Chute Master
  Union, NJ
• 02/2011 → 10/2016
  Greener By Design
  New Rochelle, NY
• 11/2017 → 04/2018
  Windham Mountain Resort
  Windham, NY
• 12/2016 → 04/2017
  Windham Mountain Resort
  Windham, NY
• 07/2018 → 06/2022
  Bank Of America/Merrill Lynch
  New York, NY
• 07/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2019-02-01 → 2022-06-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  Norwood, NJ

Other Businesses

Elizabeth Kennedy/18 Railroad Ave. Tannersville Type of business: Rental Property Tannersville, NY Start date: 8/1/2020 Home Owner Hours per week: 1 Hours during trading: 0 I own a second home in the Catskills. When my family and I are not personally using it, I rent it on AirBnB. I work approximately 3 hours per month on this during non-working hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-31

Other Names

• Elizabeth A Kennedy
• Elizabeth Ann Kennedy Foote
• Elizabeth Kennedy
• Elizabeth Ann Foote
• Elizabeth Ann Kennedy