Stacey Vanderkodde

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-03-06
CA	RA	APPROVED	2020-07-17

TX RA
APPROVED_RES

Since 2023-03-06
CA RA
APPROVED

Since 2020-07-17

Branch Locations

Santa Cruz, CA • United States

1500 41St Avenue #258, Capitola, CA 95010 • 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

Organization	City	State	From	To
Morgan Stanley	Menlo Park	CA	10/2013	06/2020
Edward Jones	St. Louis	MO	07/2020	Present

10/2013 → 06/2020

Morgan Stanley

Menlo Park, CA
07/2020 → Present

Edward Jones

St. Louis, MO

Previous Registrations

2014-02-07 → 2020-06-18

Morgan Stanley

Santa Cruz, CA

Santa Cruz, CA

Other Businesses

Amazon Type: Retail Online Date: 08/01/20 Title: Amazon Influencer Trad Hrs: 0 Tot Hrs: 0 Desc: I will have an Amazon influence page where I can link products and followers may opt to purchase them from my online store. I will get a small commission per item sold. City-State: Santa Cruz CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-02-06

S66 Uniform Combined State Law Examination

2014-02-06

Other Names

Stacey Kim Vanderkodde
Stacey Vanderkodde

View on SEC IAPD