Best Investors Account Sign in

Richard Wayne Kelly

Edward Jones

Mansfield, TX

CRD 3185238

Claim This Profile
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 2009-08-18
  • TX RA
    APPROVED
    Since 2009-08-18

Branch Locations

560 N Walnut Creek Dr Ste 100, Mansfield, TX 76063 • 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 D. Jones & Co., L.P. Mansfield TX 02/1999 Present
  • 02/1999 → Present
    Edward D. Jones & Co., L.P.
    Mansfield, TX
Other Businesses

G & K properties LLC Type of business: Rental properties Waxahachie, TX Start date: 7/22/2016 Partner Hours per week: 0 Hours during trading: 0 Maintain properities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-13
S63 Uniform Securities Agent State Law Examination 1999-04-07
  • S66 Uniform Combined State Law Examination
    2009-08-13
  • S63 Uniform Securities Agent State Law Examination
    1999-04-07
Other Names
  • Richard Wayne Kelly
  • Richie Kelly

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Mansfield, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor