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Kevin Florer

Edward Jones

Ponca City, OK

CRD 6761519

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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:

Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-12-06
OK RA APPROVED 2018-01-31
  • TX RA
    APPROVED
    Since 2018-12-06
  • OK RA
    APPROVED
    Since 2018-01-31

Branch Locations

205 E Cleveland Ave, Ponca City, OK 74601 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2017 Present
Nestle Usa Danville VA 01/2016 03/2017
  • 03/2017 → Present
    St Louis, MO
  • 01/2016 → 03/2017
    Nestle Usa
    Danville, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-28
  • S66 Uniform Combined State Law Examination
    2017-04-28
Other Names
  • Kevin Wayne Florer

View on SEC IAPD

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