Kerinda Lashbaugh

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

• 07/2002 → 08/2018
  Baker Boyer Bank
  Walla Walla, WA
• 06/2006 → 08/2018
  Cetera Investment Services
  St Cloud, MN
• 01/2014 → 08/2018
  Cetera Investment Advisers Llc
  Walla Walla, WA
• 01/2021 → Present
  Edward Jones
  St Louis, MO
• 08/2018 → 01/2021
  Community First Bank/Hfg Trust
  Kennewick, WA

Previous Registrations

• 2014-01-21 → 2018-08-06
  Cetera Investment Advisers Llc
  Walla Walla, WA
  Kennewick, WA
• 2007-02-22 → 2014-01-21
  Cetera Investment Services Llc
  Walla Walla, WA
  St Cloud, MN
  Kennewick, WA

Exams

• S66 Uniform Combined State Law Examination
  2021-02-01

Other Names

• Keri S Lashbaugh
• Kerinda Song Lashbaugh
• Kerinda S Lashbaugh