Kelli Wood, financial advisor Jonesboro IL
93 score

Kelli Wood

CRD Number: 5532087
Current Firm: Edward Jones

Kelli Wood (CRD# 5532087) is an Investment Advisor Representative working at Edward Jones in Jonesboro, IL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2009 - Current 7
Taylor, Dodd, And Wood Insurance Agency Anna, IL May 1998 - Jan 2009 10
Southern Illinois Univerisity Finance Department Carbondale, IL Jan 2008 - Dec 2008 < 1
Southern Illinois University Carbondale, IL Aug 2005 - Dec 2008 3
Wachovia Securities Carbondale, IL May 2008 - Jul 2008 < 1
Southern Illinois University Law School Carbondale, IL Jan 2007 - Jul 2008 1
Southern Illinois University Athletic Department Carbondale, IL Apr 2007 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Kelli R. Wood
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
93
Clean Record
This advisor has a clean track record with regulators.

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