Katharine Archer

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
• 08/2009 → 07/2022
  Aig
  Dallas, TX

Other Businesses

Personal Rental Property Type of business: Rental property Fort Worth, TX Start date: 8/1/2021 Owner Hours per week: 1 Hours during trading: 1 Desc: Manage landlord responsibilities. Rental Property Fort Worth, TX Start date: 7/2/2024 Owner Hours per week: 1 Hours during trading: 1 Ensure lease is paid timely, handle house issues Rental Property Fort Worth, TX Start date: 7/2/2024 Owner Hours per week: 1 Hours during trading: 1 Manage landlord responsibilities

Exams

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

Other Names

• Katharine Worrel