Kara Michele Lebanik

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

• 07/2015 → 09/2018
  Fidelity Investments
  Westlake, TX
• 09/2018 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Rental Nacogdoches, TX Start date: 8/17/2025 Landlord Hours per week: 1 Hours during trading: 0 Desc: Maintaining rental agreement responsibilities as landlord. It is an apartment that we rent to our daughter and a roommate for college. Rental Southlake, TX Start date: 9/22/2025 Landlord Hours per week: 1 Hours during trading: 0 Desc: We purchased a rental unit that has a current tenant. We will be collecting rent and handling misc. items to do with owning/maintaining a condo.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-11
• S63 Uniform Securities Agent State Law Examination
  2018-07-18

Other Names

• Kara Michele Gaines
• Kara Michele Lebanik
• Kara Lebanik