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Katheryne Lawlor Rodenfels

Edward Jones

St. Louis, MO

CRD 7516211

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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 2023-01-12
MO RA APPROVED 2022-08-08
  • TX RA
    APPROVED
    Since 2023-01-12
  • MO RA
    APPROVED
    Since 2022-08-08

Branch Locations

605 Old Ballas Rd Suite 100, St. Louis, MO 63141-7000 • 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 03/2022 Present
Audacy St. Louis MO 02/2012 03/2022
  • 03/2022 → Present
    Edward Jones
    St Louis, MO
  • 02/2012 → 03/2022
    Audacy
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-06
  • S66 Uniform Combined State Law Examination
    2022-08-06
Other Names
  • Katheryne Ann Lawlor
  • Kate Ann Lawlor
  • Kate Lawlor Rodenfels

View on SEC IAPD

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