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Angela Kolthoff

Investment adviser representative at Edward Jones
15 yearsExperience
3 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

15 years in the industry.

  1. Edward JonesDec 2019 to now
  2. Sears Optical/luxotticaJun 2011 to now
  3. Self-employedOct 2019 to Nov 2019
  4. Integrative Medical AssociatesApr 2018 to Oct 2019
  5. Des Plaines Office Equipment/pulse TechnologyOct 2017 to Mar 2018
  6. Pampered ChefMar 2013 to Oct 2019

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 3 states (MO, TX, WI).

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
7204059
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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