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Allison K Kruse

Edward Jones

Cape May Court House, NJ

CRD 7474544

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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
NJ RA APPROVED 2022-02-25
  • NJ RA
    APPROVED
    Since 2022-02-25

Branch Locations

7 East Shellbay Avenue Suite B-1, Cape May Court House, NJ 08210 • 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 12/2021 Present
Sharon Bank Springfield PA 09/2001 11/2021
  • 12/2021 → Present
    Edward Jones
    St Louis, MO
  • 09/2001 → 11/2021
    Sharon Bank
    Springfield, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-24
  • S66 Uniform Combined State Law Examination
    2022-02-24
Other Names
  • Allison Koebig Kruse

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

Nearby Investors

GREGG BENJAMIN REICH
CHRISTOPHER JAMES SHOEMAKER
ASHLEY NICOLE MOORE

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cape May Court House, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Cape May Court House, NJ
AMERITAS ADVISORY SERVICES, LLC · CAPE MAY COURT HOUSE, NJ

More in Cape May Court House, NJ

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