Terrence Chris Kotsatos

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

• 08/2010 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2009-05-02 → 2010-08-24
  Chase Investment Services Corp.
  Oakland, CA
  Berkeley, CA
• 2009-04-23 → 2009-05-02
  Wamu Investments, Inc.
  Oakland, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-17
• S63 Uniform Securities Agent State Law Examination
  1995-10-25

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Terry Kotsatos