Tanner Mckendrick Kohl

Santa Clara, CA

CRD 6937271

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01
TX	RA	APPROVED	2019-01-04

CA RA
APPROVED

Since 2025-01-01
TX RA
APPROVED

Since 2019-01-04

Branch Locations

1995 El Camino Real Suite 302, Santa Clara, CA 95050 • United States

Groveland, CA • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	04/2018	Present
Star One Credit Union	Sunnyvale	CA	10/2016	04/2018
University Of California Davis	Davis	CA	08/2014	10/2016

04/2018 → Present

Edward Jones

St Louis, MO
10/2016 → 04/2018

Star One Credit Union

Sunnyvale, CA
08/2014 → 10/2016

University Of California Davis

Davis, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-06-29

S66 Uniform Combined State Law Examination

2018-06-29

Designations

Certified Financial Planner

View on SEC IAPD

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TAIWANIA CAPITAL MANAGEMENT USA, INC.

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Nearby Investors

RICHARD LEE SIMPSON

Alexander Keeno

Nearby Offices

EDELMAN FINANCIAL ENGINES · SANTA CLARA, CA

TAIWANIA CAPITAL MANAGEMENT USA, INC. · SANTA CLARA, CA

AMERIPRISE FINANCIAL SERVICES, LLC · SANTA CLARA, CA

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