Kristin L Mctavish

CRD 3236491

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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

Authority	Category	Status	Date
AZ	RA	APPROVED	2017-05-02
TX	RA	APPROVED	2010-08-28
MO	RA	APPROVED	2007-05-17

AZ RA
APPROVED

Since 2017-05-02
TX RA
APPROVED

Since 2010-08-28
MO RA
APPROVED

Since 2007-05-17

Branch Locations

12555 Manchester Road, St. Louis, MO 63131 • United States

Houston, TX • 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

Organization	City	State	From	To
Edward Jones	Presque Isle	MI	05/2006	Present

05/2006 → Present

Edward Jones

Presque Isle, MI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-05-08
S63	Uniform Securities Agent State Law Examination	2005-02-25

S66 Uniform Combined State Law Examination

2007-05-08
S63 Uniform Securities Agent State Law Examination

2005-02-25

Other Names

Kristin L Vandenberge
Kristin L Vandenberge

View on SEC IAPD

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