Tamara B Mckennon

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

• 08/1991 → Present
  Self-Employed
  Newport Beach, CA
• 04/2009 → Present
  Edward Jones
  St Louis, MO

Other Businesses

rental Type of business: rental Newport Beach, CA Start date: 1/2/2020 Owner Hours per week: 0 Hours during trading: 0 Property maintenance * rental Type of business: rental Newport Beach, CA Start date: 8/17/2020 Owner Hours per week: 0 Hours during trading: 0 tenant selection and repair coordination * rental Type of business: rental Anna Maria, FL Start date: 8/1/2022 Owner Hours per week: 0 Hours during trading: 0 coordinating repairs when needed * Tradewinds Real Estate Partnership Type of business: Real estate Houston, TX Start date: 1/2/2025 LPT Hours per week: 0 Hours during trading: 0

Exams

• S66 Uniform Combined State Law Examination
  2009-07-03

Other Names

• Tamara Mckennon
• Tamara Bolhofner
• Tamara Ann Bolhofner
• Tamara Bolhofner
• Tamara (Bolhofner) Mckennon
• Tamara Ann Mckennon