Kimberley Greenwald
Investment adviser representative at Edward Jones
18 yearsExperience
2 statesRegistered 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
18 years in the industry.
- Edward JonesJun 2022 to now
- Heritage Church - Hcd GroupJan 2022 to Apr 2022
- Pacific Life Insurance Co.Jan 2019 to May 2022
- UnemployedAug 2018 to Dec 2018
- Jackson National Life Distributors LLCApr 2008 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2013
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 5546624
- Firm CRD
- 250