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Kailey Nicole Wagner Craig

Edward Jones

Simi Valley, CA

CRD 6299800

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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 2021-07-19
CA RA APPROVED 2014-10-20
  • TX RA
    APPROVED_RES
    Since 2021-07-19
  • CA RA
    APPROVED
    Since 2014-10-20

Branch Locations

2655 First Street Suite 140, Simi Valley, CA 93065 • 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 Moorpark CA 03/2014 Present
Other Businesses

1651 Kay Ave, Simi Valley Rental Property Type of business: Rental Property Simi Valley, CA Start date: 8/1/2026 Owner Hours per week: 0 Hours during trading: 0 We are renting out a home and have a property manager overseeing this.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-09
  • S66 Uniform Combined State Law Examination
    2014-05-09
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Kailey Wagner
  • Kailey Nicole Wagner

View on SEC IAPD

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