Sara Kaldahl

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

• 07/2023 → Present
  Edward Jones
  St Louis, MO
• 05/2018 → 09/2022
  Team Rehabilitation Physical Therapy
  Avon, IN
• 09/2022 → 07/2023
  N/A
  Asheville, NC
• 07/2013 → 05/2019
  N/A
  Pittsboro, IN

Exams

• S66 Uniform Combined State Law Examination
  2024-01-10

Other Names

• Sara Jayne Mccoskey