Kevin Cavanagh, financial advisor Concord Township OH

Kevin Cavanagh

CRD Number: 5797390
Current Firm: Edward Jones

Kevin Cavanagh (CRD# 5797390) is an Investment Advisor Representative working at Edward Jones in Concord Township, OH 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 Jun 2019 - Current 3
Kevin Cavanagh LLC Mentor, OH Mar 2019 - Current 3
Cuyahoga County Cleveland, OH Jan 2019 - May 2019 < 1
Case Western Reserve University Cleveland, OH Aug 2013 - May 2019 5
Hampton Inn & Suites Williamsburg, VA May 2011 - Aug 2013 2
The College Of William & Mary Williamsburg, VA Aug 2011 - May 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Kevin V. Cavanagh
Phone Number: 314-515-2000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
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
  • Pension consulting services
  • 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, WY

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