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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Vonnes is a financial advisor with Edward Jones, specializing in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Kristin holds a Series 7, Series 10, Series 9, Series 63 and Series 65 licenses, and is also a Certified Financial Planner. Kristin has over 22 years of experience in the financial services industry. Prior to joining Edward Jones, Kristin worked at Raymond James & Associates, Morgan Stanley, Family Management Securities, LLC, and Goldman, Sachs & Co.
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
FL
03/05/2024 - Present
Edward Jones (Jacksonville FL)
FL
01/18/2017 - 02/23/2024
RAYMOND JAMES & ASSOCIATES, INC. (JACKSONVILLE FL)
FL
09/28/2015 - 01/17/2017
MORGAN STANLEY (PONTE VEDRA BEACH FL)
NY
10/07/2014 - 03/26/2015
FAMILY MANAGEMENT SECURITIES, LLC (NEW YORK NY)
NY
05/01/2001 - 10/10/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 10/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/08/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2001
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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