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Kelly Maestas

Edward Jones

Pagosa Springs, CO

CRD 7650298

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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 2023-07-13
CO RA APPROVED 2023-01-13
  • TX RA
    APPROVED
    Since 2023-07-13
  • CO RA
    APPROVED
    Since 2023-01-13

Branch Locations

135 Country Center Dr Suite C, Pagosa Springs, CO 81147 • 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 11/2022 Present
Bank Of The San Juans Pagosa Springs CO 08/2012 10/2022
  • 11/2022 → Present
    Edward Jones
    St Louis, MO
  • 08/2012 → 10/2022
    Bank Of The San Juans
    Pagosa Springs, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-11
  • S66 Uniform Combined State Law Examination
    2023-01-11
Other Names
  • Kelly Kay

View on SEC IAPD

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