Karson Taylor-lamotte
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesMay 2023 to now
- Play-well TeknologiesMay 2022 to Apr 2023
- Taylor Made ServicesAug 2021 to Apr 2022
- Girl Scouts of Eastern Washington & Northern IdahoMay 2021 to Apr 2022
- Downtown Pasco Development AuthorityJun 2020 to Oct 2020
- Eclipse TutoringSep 2018 to Aug 2021
- Educational Service District 123Aug 2018 to Jun 2021
- Peace CorpsApr 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7727661
- Firm CRD
- 250