Kathleen Anne Heverley

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

• 10/2013 → 09/2017
  Ftb Advisors, Inc.
  Memphis, TN
• 10/2017 → Present
  Edward Jones
  St.LOuis, MO
• 11/1998 → 09/2017
  First Tennessee Brokerage, Inc.
  Memphis, TN
• 06/1994 → 09/2017
  First Tennessee Bank
  Memphis, TN

Previous Registrations

• 2004-03-12 → 2017-09-05
  First Horizon Advisors, Inc.
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Chattanooga, TN
• 2008-07-16 → 2013-10-10
  Ftb Advisors, Inc.
  Memphis, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-06
• S63 Uniform Securities Agent State Law Examination
  1999-02-23

Other Names

• Kathy Basler
• Kathleen Anne Basler
• Kathleen Anne Ginn
• Kathleen Anne Heverley