Joseph Maxwell Kurtz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → Present
  Edward Jones
  St Louis, MO
• 11/2016 → 07/2022
  Freedom Mortgage Corporation
  Tempe, AZ
• 05/2016 → 11/2016
  Unemployed
  Chandler, AZ

Other Businesses

Track One LLC Type of business: Rental Real Estate Eloy, AZ Start date: 1/1/2013 Partial Owner Hours per week: 0 Hours during trading: 0 No responsibilities. I own this with my brother and parents and we've hired Mosaic Property Management who handles all the management functions.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-26

Other Names

• Joey Kurtz
• Joe Kurtz