Kelly Renee Wilson

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

• 04/2013 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Auburn University Type of business: education Auburn University, AL Start date: 8/15/2025 Adjunct teaching Hours per week: 3 Hours during trading: 3 Teach FINC 3700:COURSE overview of U.S. financial systems

Exams

• S66 Uniform Combined State Law Examination
  2013-05-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Kelly Renee Barthold