Kathleen WeisCRD Number: 6010331
Current Firm: Edward Jones
Kathleen Weis (CRD# 6010331) is an Investment Advisor Representative working at Edward Jones in Maryland Heights, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||St Louis, MO||Jun 2016 - Current||1|
|Webster University||Saint Louis, MO||Aug 2001 - Current||16|
|Edward Jones||Saint Louis, MO||Dec 2011 - Jun 2016||4|
|Webster University||Saint Louis, MO||Aug 2006 - Jan 2012||5|
|Mary Kay Cosmetics||Saint Louis, MO||Jan 2004 - Sep 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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