Kristina Maria Paget
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesAug 2023 to now
- Tri Area Ministry Food BankJan 2023 to Jul 2023
- Wells Fargo BankSep 2022 to Dec 2022
- Buckley Wealth Management, LLCJul 2021 to Jul 2022
- Mcclarren Financial AdvisorsApr 2018 to Jul 2021
- M&t BankAug 2017 to Feb 2018
- Edward Jones InvestmentsJan 2014 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 5859110
- Firm CRD
- 250