Best Investors Account Sign in

Kelly Jean Shultz

Edward Jones

Elk Grove, CA

Claim This Profile
Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-11-13
CA RA APPROVED 2018-08-21
  • TX RA
    APPROVED_RES
    Since 2019-11-13
  • CA RA
    APPROVED
    Since 2018-08-21

Branch Locations

9290 W Stockton Blvd Ste 109, Elk Grove, CA 95758-8089 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • 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 04/2018 Present
Dolphin Destiny Adventures Browns Valley CA 02/2018 04/2018
Procana Holdings Llc Santa Ana CA 11/2017 02/2018
Telestream Nevada City CA 07/2017 11/2017
Brightcove San Francisco CA 07/2015 05/2017
  • 04/2018 → Present
    Edward Jones
    St. Louis, MO
  • 02/2018 → 04/2018
    Dolphin Destiny Adventures
    Browns Valley, CA
  • 11/2017 → 02/2018
    Procana Holdings Llc
    Santa Ana, CA
  • 07/2017 → 11/2017
    Telestream
    Nevada City, CA
  • 07/2015 → 05/2017
    Brightcove
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-17
  • S66 Uniform Combined State Law Examination
    2018-08-17

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC

Other Investors

Mark Alan Thomas
Philip R Waelbrock
Vidal Velez
Charles Romualdez
BRYAN KEITH CHEW
MARITES JANE AVILA
Yun Chen
Leslie Michelle Sategna

Other Offices

EDWARD JONES · ELK GROVE, CA
COMMONWEALTH FINANCIAL NETWORK · Elk Grove, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ELK GROVE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Elk Grove, CA
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · Elk Grove, CA
U.S. BANCORP ADVISORS, LLC · Elk Grove, CA
WELLS FARGO CLEARING SERVICES, LLC · ELK GROVE, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Elk Grove, CA

More in Elk Grove, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor