Best Investors Account Sign in

Lisa Katherine Galovich

Edward Jones

St Helens, OR

CRD 6342360

Claim This Profile
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 2019-01-02
OR RA APPROVED 2014-08-25
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • OR RA
    APPROVED
    Since 2014-08-25

Branch Locations

58563 Columbia River Hwy, St Helens, OR 97051 • 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 06/2014 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-22
  • S66 Uniform Combined State Law Examination
    2014-08-22
Other Names
  • Lisa Katherine Wagenblast
  • Lisa Galovich
  • Lisa Katherine Galovich

View on SEC IAPD

Nearby Firms

U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
COLUMBIA WEALTH ADVISORS LLC

Nearby Investors

Bethany Michele Lokken
Christopher Warren Mood
Tyler Michael Robin

Nearby Offices

EDWARD JONES · St Helens, OR
U.S. BANCORP ADVISORS, LLC · Saint Helens, OR
J.P. MORGAN SECURITIES LLC · ST. HELENS, OR

More in St Helens, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor