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Kelley Anne Bangs

Edward Jones

North Providence, RI

Newton, MA

CRD 5076018

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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_RES 2025-10-17
RI RA APPROVED 2022-12-19
MA RA APPROVED 2021-08-19
  • TX RA
    APPROVED_RES
    Since 2025-10-17
  • RI RA
    APPROVED
    Since 2022-12-19
  • MA RA
    APPROVED
    Since 2021-08-19

Branch Locations

North Providence, RI • United States

130 Rumford Avenue Suite 101, Newton, MA 02466 • 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 Newton MA 10/2005 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-02
  • S66 Uniform Combined State Law Examination
    2021-08-02

View on SEC IAPD

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