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Karson Taylor-Lamotte

Edward Jones

Kennewick, WA

Pasco, WA

CRD 7727661

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-03
WA RA APPROVED 2023-07-13
  • TX RA
    APPROVED
    Since 2024-12-03
  • WA RA
    APPROVED
    Since 2023-07-13

Branch Locations

Kennewick, WA • United States

6115 Burden Blvd Ste A, Pasco, WA 99301 • 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 Jones St Louis MO 05/2023 Present
Play-Well Teknologies San Anselmo CA 05/2022 04/2023
Taylor Made Services Kennewick WA 08/2021 04/2022
Girl Scouts Of Eastern Washington & Northern Idaho Spokane WA 05/2021 04/2022
Downtown Pasco Development Authority Pasco WA 06/2020 10/2020
Eclipse Tutoring Vancouver WA 09/2018 08/2021
Educational Service District 123 Pasco WA 08/2018 06/2021
Peace Corps Washington DC 04/2016 06/2018
  • 05/2023 → Present
    St Louis, MO
  • 05/2022 → 04/2023
    Play-Well Teknologies
    San Anselmo, CA
  • 08/2021 → 04/2022
    Taylor Made Services
    Kennewick, WA
  • 05/2021 → 04/2022
    Girl Scouts Of Eastern Washington & Northern Idaho
    Spokane, WA
  • 06/2020 → 10/2020
    Downtown Pasco Development Authority
    Pasco, WA
  • 09/2018 → 08/2021
    Eclipse Tutoring
    Vancouver, WA
  • 08/2018 → 06/2021
    Educational Service District 123
    Pasco, WA
  • 04/2016 → 06/2018
    Peace Corps
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-12
  • S66 Uniform Combined State Law Examination
    2023-07-12
Other Names
  • Karson Michelle Taylor
  • Karson Michell Taylor-Lamotte

View on SEC IAPD

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