Karri Spady Bruntz

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

• 01/1999 → Present
  Edward D. Jones & Co., L.P.
  Issaquah, WA

Other Businesses

Gateway to Happiness LLC Type of business: LLC Snoqualmie, WA Start date: 11/21/2021 Agent Hours per week: 0 Hours during trading: 0 Monitoring account and filing for annual renewal * Gateway to Joy LLC Type of business: LLC Snoqualmie, WA Start date: 11/21/2021 Agent Hours per week: 0 Hours during trading: 0 Monitoring account and filing for annual renewal. * EDJ JVSP LLC Type of business: LLC Snoqualmie, WA Start date: 8/23/2023 Agent Hours per week: 0 Hours during trading: 0 Manage funds coming in/out of Joint Venture Service Partnership. * Cove Cottage LLC Type of business: LLC Snoqualmie, WA Start date: 8/23/2023 Agent Hours per week: 0 Hours during trading: 0 Manage rental * Gaia's Sanctuary LLC Type of business: Spiritual Retreat Snoqualmie, WA Start date: 11/5/2025 Registered Agent Hours per week: 0 Hours during trading: 0 Hosting Spiritual Retreats, Yoga classes, Meditation Classes *

Exams

• S66 Uniform Combined State Law Examination
  2007-01-19
• S63 Uniform Securities Agent State Law Examination
  1999-04-07

Other Names

• Karri S Spady
• Karri Upton
• Karri Shannon Upton