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Kori Rice

Edward Jones

Meridian, ID

CRD 6773931

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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_RES 2019-11-22
ID RA APPROVED 2017-08-04
  • TX RA
    APPROVED_RES
    Since 2019-11-22
  • ID RA
    APPROVED
    Since 2017-08-04

Branch Locations

4702 N Penngrove Way Ste 150, Meridian, ID 83646 • 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
All-American Publishing, Llc Boise ID 08/2009 03/2017
Edward Jones St. Louis MO 04/2017 Present
  • 08/2009 → 03/2017
    All-American Publishing, Llc
    Boise, ID
  • 04/2017 → Present
    Edward Jones
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-26
  • S66 Uniform Combined State Law Examination
    2017-05-26
Other Names
  • Kori Lynn O'NEal
  • Kori Rice
  • Kori Lynn Rice

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
MUSTARD SEED FINANCIAL
OSAIC WEALTH, INC.

Nearby Investors

ROBERT WAYNE SCHELLING
Endika Iturburu
JOSEPH DENNIS SCHNEIDER

Nearby Offices

LPL FINANCIAL LLC · MERIDIAN, ID
MUSTARD SEED FINANCIAL · MERIDIAN, ID
OSAIC WEALTH, INC. · MERIDIAN, ID

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