Karen Fagerberg

San Antonio, TX

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-05-12

TX RA
APPROVED

Since 2017-05-12

Branch Locations

1100 N E Loop 410 Ste 650, San Antonio, TX 78209-1537 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2016	Present
Ymca Of Greater San Antonio	San Antonio	TX	05/2014	11/2016

11/2016 → Present

Edward Jones

St Louis, MO
05/2014 → 11/2016

Ymca Of Greater San Antonio

San Antonio, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-14

S66 Uniform Combined State Law Examination

2017-03-14

Other Names

Karen Lea Fagerberg

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ROCKEFELLER FINANCIAL LLC

PARK AVENUE SECURITIES LLC

RBC CAPITAL MARKETS, LLC

KESTRA ADVISORY SERVICES, LLC

TITLEIST ASSET MANAGEMENT, LLC

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Other Investors

Daniel W Lasater

ABIGAIL CLAUDIO-JACKSON

JASON MATTHEW PORTER

John David Carrillo

Klinton Chi-Chuen Law

Erik Carl Munson

Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX

1900 WEALTH · SAN ANTONIO, TX

ROCKEFELLER FINANCIAL LLC · San Antonio, TX

PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX

RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX

KESTRA ADVISORY SERVICES, LLC · San Antonio, TX

TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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