Karen Eidelman
Investment adviser representative at Edward Jones
18 yearsExperience
3 statesRegistered in
CFADesignation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Edward JonesMay 2025 to now
- UnemployedJun 2023 to May 2025
- JPMorgan ChaseOct 2022 to Jun 2023
- UnemployedMay 2022 to Oct 2022
- UBS Financial Services Inc.Jun 2018 to May 2022
- Fdx Capital LLCJul 2008 to May 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 3 states (FL, MO, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3037087
- Firm CRD
- 250