Kelly Ankeny, financial advisor Redding CA
90 score

Kelly Ankeny

CRD Number: 6125219
Current Firm: Edward Jones

Kelly Ankeny (CRD# 6125219) is an Investment Advisor Representative working at Edward Jones in Redding, CA 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 Oct 2012 - Current 4
Shasta Union High School District Redding, CA Aug 2010 - Sep 2012 2
Shasta Union High School District Redding, CA Sep 2010 - Jun 2011 < 1
Redding School District Redding, CA Sep 2007 - Jun 2010 2
Shasta Union High School District Redding, CA Aug 2007 - Jun 2009 1
Pine Property Managment, Inc. Redding, CA Feb 2001 - Jul 2008 7
Gateway Unified School District Redding, CA Aug 2007 - Apr 2008 < 1
Scoe Grant Elementary School District Redding, CA Apr 2007 - Apr 2007 < 1
Scoe Cascade Union Elementary Redding, CA Apr 2007 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Kelly K. Ankeny
Phone Number: 314-515-2000
Registered State(s):
  • CA
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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