Andrea Kelly

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

• 02/2016 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2009-06-23 → 2016-03-07
  Ubs Financial Services Inc.
  Fort Worth, TX
  Weehawken, NJ
  Ft. Worth, TX
• 2002-04-11 → 2009-07-02
  Rbc Capital Markets, Llc
  Fort Worth, TX
  Ft Worth, TX

Other Businesses

Trust Houston, TX Start date: 6/9/2020 co-trustee Hours per week: 0 Hours during trading: 0 Co-trustee that helps to validate the need of funds for the care/support of the beneficiary * "Chesapeake Energy Type: Date: 01/01/10 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: gas royalties City-State: Oklahoma City OK" Suzan Smith Kelly Trust Type of business: Trust Burleson, TX Start date: 6/9/2020 co-trustee Hours per week: 0 Hours during trading: 0 Co-trustee that helps to validate the need of funds for the care/support of the beneficiary.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-28

Other Names

• Andrea Elizabeth Gast
• Andrea E Gast
• Andrea Gast
• Andrea Elizabeth Kelly