Unclaimed
Kerry James Statler is an investment advisor representative with Edward Jones. Kerry has been in the securities industry since May 15, 2000. Kerry is registered with the state of Missouri as a securities agent and investment advisor representative. Kerry is also licensed with the Financial Industry Regulatory Authority (FINRA). Edward Jones is a national brokerage firm that provides financial planning and investment services. The firm offers a wide range of financial products, including stocks, bonds, mutual funds, and annuities. Kerry's primary focus is on providing financial advice to individual investors, including retirement planning, college savings, and estate planning. Kerry's other business includes working as a baseball and soccer referee.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
03/08/2012 - Present
Edward Jones (Ofallon MO)
BOTH
Issued 03/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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