Kalee 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

• 01/2017 → 06/2019
  Money Source Financial Services, Inc
  Ann Arbor, MI
• 06/2016 → 01/2017
  (Moo Cluck Moo)
  Dearborn Heights, MI
• 05/2015 → 03/2020
  Hand & Stone Massage And Facial Spa
  Ann Arbor, MI
• 06/2019 → 12/2020
  Edward Jones
  Ann Harbor, MI
• 09/2020 → 10/2020
  Amazon
  Ann Harbor, MI
• 12/2020 → 08/2026
  Edward Jones
  St. Louis, MO
• 08/2026 → Present
  Edward Jones
  St Louis , MO

Other Businesses

"Amazon Type of business: Grocery Retail Ann Arbor, MI Start date: 8/23/2020 Whole Foods Shopper Hours per week: 4 Hours during trading: 0 Fulfill grocery pickup orders and prepare them for delivery" *** "Etsy Type: E-commerce Date: 10/06/23 Title: Store Owner Trad Hrs: 0 Tot Hrs: 1 Desc: Create digital prints, make available to download for a cost. Mostly creating home and office decor. City-State: Ann Arbor MI"

Exams

• S66 Uniform Combined State Law Examination
  2021-02-09

Other Names

• Kalee Alexis Murphy