Kelli A Phifer

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

• 09/2017 → Present
  Edward Jones
  St Louis, MO
• 07/2014 → 09/2017
  Noonday Collection
  Austin, TX

Other Businesses

Barn Owl Tech Type of business: Technology Colorado Springs, CO Start date: 9/1/2018 Trustee/owner Hours per week: 0 Hours during trading: 0 None. My husband is the founder/CEO. Our shares of the company are titled to our Revocable Trust. Elkey Partners LLC Type of business: Real Estate Holding Partnership Colorado Springs, CO Start date: 10/16/2023 Partner Hours per week: 1 Hours during trading: 0 My brother, Shaun O'Bryant (also an FA), and I started this LLC to hold the office that we bought together in 2023 and moved into in 2024.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-07

Designations

• Certified Financial Planner

Other Names

• Kelli Ann O'BRyant
• Kelli Ann Phifer