Janet Kaye Buckalew

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

• 07/2006 → 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

• S65 Uniform Investment Adviser Law Examination
  2008-11-03
• S63 Uniform Securities Agent State Law Examination
  2006-09-21

Other Names

• Janet Kaye Smith