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Janet Kaye Buckalew

Edward Jones

Klamath Falls, OR

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-06-17
OR RA APPROVED 2019-10-25
  • TX RA
    APPROVED_RES
    Since 2020-06-17
  • OR RA
    APPROVED
    Since 2019-10-25

Branch Locations

1307 S Alameda Ave Suite B, Klamath Falls, OR 97603-3601 • 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
Cuso Financial Services Lp San Diego CA 07/2006 10/2019
Edward Jones St Louis MO 10/2019 Present
Pacific Crest Federal Credit Union Klamath Falls OR 07/1998 10/2019
Servicemaster Carpet & Upholstery Care Klamath Falls OR 06/1995 Present
  • 07/2006 → 10/2019
    Cuso Financial Services Lp
    San Diego, CA
  • 10/2019 → Present
    Edward Jones
    St Louis, MO
  • 07/1998 → 10/2019
    Pacific Crest Federal Credit Union
    Klamath Falls, OR
  • 06/1995 → Present
    Servicemaster Carpet & Upholstery Care
    Klamath Falls, OR
Previous Registrations
  • 2009-05-06 → 2019-10-07
    Cuso Financial Services, L.P.
    Klamath Falls, OR
Other Businesses

ServiceMaster Carpet and Upholstery Care Type: Carpet Cleaning Date: 07/01/95 Title: Spouse Owner Trad Hrs: 1 Tot Hrs: 1 Income: 0 Desc: Bookkeeping"

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-03
S63 Uniform Securities Agent State Law Examination 2006-09-21
  • S65 Uniform Investment Adviser Law Examination
    2008-11-03
  • S63 Uniform Securities Agent State Law Examination
    2006-09-21
Other Names
  • Janet Kaye Smith

View on SEC IAPD

Other Firms

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
U.S. BANCORP ADVISORS, LLC
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
D.A. DAVIDSON & CO.
OSAIC ADVISORY SERVICES, LLC
MSP WEALTH MANAGEMENT, LLC

Other Investors

Jason T Card
DIRK GREGORY DEGROOT
Jessie M Hecocta
Todd Glen Flocchini
Laura J Flocchini
Esmeralda Angulo
Seth Adam Prescott
Daniel Minchk

Other Offices

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · KLAMATH FALLS, OR
EDWARD JONES · KLAMATH FALLS, OR
EDWARD JONES · Klamath Falls, OR
U.S. BANCORP ADVISORS, LLC · Klamath Falls, OR
EDWARD JONES · Klamath Falls, OR
EAGLE STRATEGIES LLC · KLAMATH FALLS, OR
AMERIPRISE FINANCIAL SERVICES, LLC · KLAMATH FALLS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Klamath Falls, OR

More in Klamath Falls, OR

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