Ken Sacks

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

• 05/1997 → 04/2026
  Citigroup Global Markets Inc.
  Long Island City, NY
• 08/2026 → Present
  Edward Jones
  St. Louis, MO
• 04/2026 → 08/2026
  Unemployed
  Marblehead, MA

Previous Registrations

• 2007-05-29 → 2026-04-23
  Citigroup Global Markets Inc.
  New York, NY
  Marblehead, MA
  Ny, NY
  Long Island City, NY
  Long Island City, NY
  New York, NY
  Jersey City, NJ
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2004-12-07 → 2007-05-29
  Citicorp Investment Services
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-18
• S63 Uniform Securities Agent State Law Examination
  1989-08-29

Other Names

• Kenneth Sacks
• Ken Mark Sacks
• Kenneth Mark Sacks