Karie L Murphy

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

• 10/2014 → 12/2017
  Northwestern Mutual Investment Services Llc
  Cleveland, OH
• 01/2018 → 05/2026
  Charles Schwab & Co., Inc.
  Dow, IL
• 08/2026 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2018-03-19 → 2026-06-06
  Charles Schwab & Co., Inc.
  Westlake, TX
  Phoenix, AZ
  Fort Worth, TX
  Westlake, TX
  Lone Tree, CO
  Orlando, FL
  Northlake, TX
  Lone Tree, CO
  Northlake, TX
  Dow, IL

Other Businesses

The Thousandth Life Type of business: Book sales/Vendor Granite City, IL Start date: 3/23/2026 Partner Hours per week: 10 Hours during trading: 0 This business is registered in my significant other's name at his address, we sell Blind Dates with a book at local vendor markets and on Etsy. I do not receive any compensation for this, I only help to sell at events and prepare books for sale.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-19
• S63 Uniform Securities Agent State Law Examination
  2014-11-24

Other Names

• Karie Louise Oconnell
• Karie Louise O Connell
• Karie L Murphy
• Karie Louise Murphy