Kimberly Shay

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	2021-03-17
WV	RA	APPROVED	2021-03-15

TX RA
APPROVED

Since 2021-03-17
WV RA
APPROVED

Since 2021-03-15

Branch Locations

1000 Green River Drive Suite 116, Fairmont, WV 26554 • 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
Edward Jones	St. Louis	MO	03/2014	Present

03/2014 → Present

Edward Jones

St. Louis, MO

Other Businesses

Shay Properties Type: Rental Property Date: 12/28/86 Title: Owner Trad Hrs: 0 Tot Hrs: 2 Desc: Manage the rental of nine townhomes used for personal residence. City-State: Fairmont WV

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-08

S66 Uniform Combined State Law Examination

2021-03-08

Other Names

Kimberly Shay
Kimberly Roberts Shay

View on SEC IAPD