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Kevin Reed

Edward Jones

Marble Falls, TX

CRD 7747310

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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 2023-08-23
  • TX RA
    APPROVED
    Since 2023-08-23

Branch Locations

317 Highway 281 N, Marble Falls, TX 78654 • 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
Lower Colorado River Authority Horseshoe Bay TX 12/1997 12/2022
Edward Jones St Louis MO 06/2023 Present
Unemployed Horseshoe Bay TX 12/2022 05/2023
  • 12/1997 → 12/2022
    Lower Colorado River Authority
    Horseshoe Bay, TX
  • 06/2023 → Present
    St Louis, MO
  • 12/2022 → 05/2023
    Unemployed
    Horseshoe Bay, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-22
  • S66 Uniform Combined State Law Examination
    2023-08-22
Other Names
  • Kevin James Reed

View on SEC IAPD

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