Kassidy Gountanis (CRD# 6531935) is an Investment Advisor Representative working at Edward Jones in Elgin, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones Investments | Elgin, IL | Aug 2023 - Current | < 1 |
| Community Therapy Services | St. Charles, IL | Mar 2022 - Aug 2023 | 1 |
| Masters Student | Naperville, IL | Jan 2020 - Mar 2022 | 2 |
| Judson University | Elgin, IL | Jan 2017 - May 2020 | 3 |
| Bulldog Ale House | Algonquin, IL | Aug 2018 - Apr 2020 | 1 |
| Seesaw Daycare | Burlington, IL | May 2014 - Jan 2017 | 2 |
| Edward Jones Investments | Elgin, IL | May 2015 - Aug 2016 | 1 |
| Student | Burlington, IL | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- IL
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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