Karissa Mooney, financial advisor Carbondale IL
90 score

Karissa Mooney

CRD Number: 5914364
Current Firm: Edward Jones

Karissa Mooney (CRD# 5914364) is an Investment Advisor Representative working at Edward Jones in Carbondale, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2012 - Current 4
Mary Kay Inc. Dix, IL Mar 2011 - Aug 2012 1
Maurices Mt. Vernon, IL May 2012 - Jul 2012 < 1
Jj's Ice Shack Mt. Vernon, IL Jul 2009 - Jul 2012 3
Truman State University Kirksville, MO Jan 2012 - May 2012 < 1
Maurices Kirksville, MO Nov 2011 - May 2012 < 1
Ruby Tuesday Kirksville, MO Aug 2010 - Jan 2012 1
Edward Jones Kirksville, MO Sep 2011 - Oct 2011 < 1
Edward Jones Kirksville, MO Jun 2011 - Aug 2011 < 1
Rubinbrown, LLP Clayton, MO Jan 2011 - Apr 2011 < 1
Maurices Kirksville, MO Nov 2010 - Jan 2011 < 1
Chili's Grill & Bar Mt. Vernon, IL Oct 2006 - Aug 2010 3
Rend Lake College Ina, IL Sep 2009 - Dec 2009 < 1
Cross Davidson Real Estate Mt. Vernon, IL May 2005 - Aug 2007 2
Full-time Student Mt. Vernon, IL Sep 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Karissa N. Mooney
Phone Number: 314-515-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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