Abrahim Mutee Kassim
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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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
10 years in the industry.
- Edward JonesAug 2026 to now
- Western Southern Life/w&s Brokerage ServicesOct 2024 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to Oct 2024
- Mutual of Omaha Company/ Mutual of Omaha Investor ServicesDec 2021 to Aug 2023
- TabescornerSep 2021 to Feb 2023
- Wells Fargo Bank, NADec 2018 to Nov 2021
- HSBC Securities (USA) Inc./hsbc Bank USA, N.A.Jun 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 4647259
- Firm CRD
- 250