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Kimberly S Pendergraft

Investment adviser representative at Edward Jones
11 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

11 years in the industry.

  1. Edward JonesJan 2026 to now
  2. Kerrville Area Chamber of CommerceAug 2024 to Jan 2026
  3. America ReclaimedSep 2023 to May 2024
  4. Southwest Business Corporation, LLC dba SwbcJan 2022 to Aug 2023
  5. Jam BroadcastingDec 2020 to Oct 2025
  6. Willow Bend Mortgage Corp.Sep 2019 to Jan 2022
  7. A & A Insurance (formerly Known As Moore Insurance Agency)Dec 2015 to Dec 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (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
4768493
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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