Katrina Helle
Investment adviser representative at Edward Jones
4 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
4 years in the industry.
- Edward JonesNov 2020 to now
- LPL Financial, LLCSep 2020 to Nov 2020
- Greenstate Credit Union/cambridge InvestmentNov 2019 to Nov 2020
- SelfNov 2019 to Nov 2020
- TdameritradeJan 2019 to Sep 2019
- Pruco Securities/prudential, LLCSep 2018 to Jan 2019
- American InstituteJun 2018 to Apr 2019
- Farm Bureau Financial Serv/fblJul 2017 to Aug 2018
- Bancwest/bank of the West Investment Services, IncOct 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 5771379
- Firm CRD
- 250