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Peter Klos

Edward Jones

San Francisco, CA

St. Louis, MO

CRD 3203442

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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
CA RA APPROVED 2026-02-20
  • CA RA
    APPROVED
    Since 2026-02-20

Branch Locations

101 Second Street Suite 1600, San Francisco, CA 94105 • United States

12555 Manchester Road, St. Louis, MO 63131 • 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
Natixis Distribution, Llc San Francisco CA 12/2004 12/2025
Edward Jones St. Louis MO 01/2026 Present
  • 12/2004 → 12/2025
    Natixis Distribution, Llc
    San Francisco, CA
  • 01/2026 → Present
    Edward Jones
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-18
  • S66 Uniform Combined State Law Examination
    2003-11-18
Designations
  • Chartered Financial Analyst
Other Names
  • Peter Landell Klos

View on SEC IAPD

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