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Kimberly Kay Baltunis

Edward Jones

Redmond, OR

CRD 6175350

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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
OR RA APPROVED 2024-04-02
TX RA APPROVED_RES 2018-12-19
AZ RA APPROVED 2013-07-12
  • OR RA
    APPROVED
    Since 2024-04-02
  • TX RA
    APPROVED_RES
    Since 2018-12-19
  • AZ RA
    APPROVED
    Since 2013-07-12

Branch Locations

1705 S W Highland Ave, Redmond, OR 97756 • 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 03/2013 Present
Other Businesses

M&M Cycling Type of business: Bicycle Store Sierra Vista, AZ Start date: 8/19/1966 part owner Hours per week: 0 Hours during trading: 0 No responsibilities * KKAVE Type of business: Vacation Rental Redmong, OR Start date: 5/1/2025 Partner Hours per week: 0 Hours during trading: 0 Coordinating bookings and maintenance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-22
  • S66 Uniform Combined State Law Examination
    2013-06-22
Designations
  • Chartered Financial Consultant
Other Names
  • Kimberly Kay Crane

View on SEC IAPD

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