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Fred Aaron Kurtz

Edward Jones

Newtown, PA

CRD 3176183

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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 2025-02-12
PA RA APPROVED 2023-10-04
  • TX RA
    APPROVED
    Since 2025-02-12
  • PA RA
    APPROVED
    Since 2023-10-04

Branch Locations

One South State Street Suite A, Newtown, PA 18940 • 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 01/2004 Present
Previous Registrations
Other Businesses

Rittenhouse Ventures III Type of business: Early stage venture capital fund Philadelphia, PA Start date: 1/1/2023 LPT Hours per week: 0 Hours during trading: 0 0

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-04-01
S65 Uniform Investment Adviser Law Examination 1999-04-01
  • S63 Uniform Securities Agent State Law Examination
    1999-04-01
  • S65 Uniform Investment Adviser Law Examination
    1999-04-01

View on SEC IAPD

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