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Katina Evelyn Mayrose

Edward Jones

Grand Junction, CO

Mcminnville, OR

CRD 3148925

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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
CO RA APPROVED 2025-06-05
TX RA APPROVED_RES 2020-02-18
OR RA APPROVED 2018-01-16
  • CO RA
    APPROVED
    Since 2025-06-05
  • TX RA
    APPROVED_RES
    Since 2020-02-18
  • OR RA
    APPROVED
    Since 2018-01-16

Branch Locations

Grand Junction, CO • United States

1018 N E Third Street Suite B, Mcminnville, OR 97128 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 11/2017 Present
Edward Jones St Louis MO 06/2010 11/2017
Self-Employed - Farm Sheridan OR 05/2014 12/2019
Self-Employed Vacation Rental Sheridan OR 08/2017 12/2022
  • 11/2017 → Present
    St Louis, MO
  • 06/2010 → 11/2017
    St Louis, MO
  • 05/2014 → 12/2019
    Self-Employed - Farm
    Sheridan, OR
  • 08/2017 → 12/2022
    Self-Employed Vacation Rental
    Sheridan, OR
Previous Registrations
  • 2007-05-25 → 2009-06-04
    Clifton, CO
    Grand Junction, CO
    Fruita, CO
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-12
  • S66 Uniform Combined State Law Examination
    2018-01-12
Designations
  • Certified Financial Planner
Other Names
  • Katina Evelyn Marye
  • Katina Evelyn Tuchscher
  • Katina Evelyn Mayrose

View on SEC IAPD

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