Karen Elliott, financial advisor West Burlington IA
89 score

Karen Elliott

CRD Number: 6192740
Current Firm: Edward Jones

Karen Elliott (CRD# 6192740) is an Investment Advisor Representative working at Edward Jones in West Burlington, IA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO May 2013 - Current 3
Universal Therapy Group West Burlington, IA Sep 2011 - May 2013 1
Manpower Burlington, IA May 1996 - Aug 2011 15
Ekj Inc, Dba Curves For Women West Burlington, IA Jul 2003 - Jun 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Karen S. Elliott
Phone Number: 314-515-2000
Registered State(s):
  • IA
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
89
Clean Record
This advisor has a clean track record with regulators.

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