Kellan Herndon

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

• 05/2018 → Present
  Edward Jones
  St Louis, MO
• 02/2014 → 09/2016
  Skagit County Fire District #13
  La Conner, WA
• 06/2016 → 06/2017
  Burlington Fire Department
  Burlington, WA
• 09/2016 → 06/2017
  South Whatcom Fire Authority
  Bellingham, WA
• 01/2017 → 05/2018
  Burlington-Edison School District
  Burlington, WA
• 06/2017 → 11/2017
  Northwest Ambulance
  Everett, WA

Exams

• S66 Uniform Combined State Law Examination
  2018-07-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Kellan Sean Herndon
• Kellan Sean Moore Herndon