Karen Kassy (CRD# 6958221) is an Investment Advisor Representative working at Edward Jones in Sisters, OR and has over 5 years of experience in the finance industry.
CRD# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Jun 2018 - Current | 5 |
Self-employed | Sisters, OR | Jan 1997 - Apr 2018 | 21 |
Nugget Newspaper | Sisters, OR | Jan 2016 - Jan 2018 | 2 |
Eurosports | Sisters, OR | Aug 2014 - Aug 2017 | 3 |
Life Love Yoga | Sisters, OR | Jan 2016 - Jun 2017 | 1 |
Mactek Dba Jihi Partners | Bend, OR | Oct 2015 - Feb 2016 | < 1 |
Step And Spine Physical Therapy | Sisters, OR | Dec 2014 - Jul 2015 | < 1 |
Breitenbush Hot Springs | Detroit, OR | Nov 2014 - Nov 2014 | < 1 |
St Charles Hospital | Bend, OR | Feb 2012 - Sep 2014 | 2 |
Belfry Events/angeline's Bakery | Sisters, OR | Mar 2014 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- OR
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Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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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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