Unclaimed
Krishna Kumar is a financial advisor at Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Krishna has been in the financial industry since February 6, 2017, and has been registered with the state of Illinois since February 27, 2017. Krishna is also registered as an investment advisor representative in Illinois. Krishna has passed the Uniform Combined State Law Examination (Series 66) as well as the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7). Krishna holds the Certified Financial Planner designation. Krishna's clients include individuals, high-net-worth individuals, partnerships, investment clubs, limited liability companies, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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
IL
12/10/2018 - Present
Edward Jones (WILMETTE IL)
BOTH
Issued 02/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2017
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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