Karen L Ross

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

• 08/2023 → Present
  Edward Jones
  St Louis, MO
• 03/2000 → 08/2023
  Cee Squared Services
  Columbia, SC
• 05/2022 → 07/2022
  Cushman Wakefield
  Charleston, SC
• 06/2018 → 01/2021
  The Beach Company
  Charleston, SC
• 09/2016 → 05/2018
  Blue Ridge Company
  Columbia, SC
• 09/2015 → 09/2016
  Palmetto Health
  Columbia, SC

Other Businesses

RESP: BR/FA Team OAD_TYPE: Approved PERS_TYPE: Trainee NAME: Ross, Karen CRD#: 7784803 BRIEF_DESCRIPTION: Karen Ross Properties, Inc Type of business: own, manage real estate Irmo, SC Start date: 1/30/2023 owner, agent Hours per week: 0 Hours during trading: 0 Have intentions to purchase properties to lease" Karen Ross Properties, Inc Type: own, manage real estate Date: 01/30/23 Title: owner, agent Trad Hrs: 0 Tot Hrs: 0 Desc: Have intentions to purchase properties to lease but with when the opportunity with Edward Jones came about I put this on hold City-State: Irmo SC" Karen Ross Financial Coaching, Inc Type: coaching Date: 01/30/23 Title: register agent Trad Hrs: 0 Tot Hrs: 0 Desc: Had intention of starting this business then I got the opportunity with Edward Jones, therefore, have not worked on this business City-State: Irmo SC

Exams

• S66 Uniform Combined State Law Examination
  2023-10-16

Other Names

• Karen L Hunter
• Karen Lynn Ross