Katherine G Ducharme
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 JonesJul 2026 to now
- Vanguard Marketing CorporationJul 2025 to Jul 2026
- SaxbysMay 2024 to May 2025
- U.S. Department of StateFeb 2024 to Apr 2024
- SaxbysApr 2023 to Dec 2023
- Alsac/st. Jude Children's Research HospitalSep 2022 to Dec 2022
- Temple UniversityAug 2022 to May 2025
- The JuiceryMay 2022 to Aug 2022
- Temple University RomeOct 2021 to May 2022
- UnemployedJun 2021 to Oct 2021
- Hebron AcademyAug 2020 to May 2021
- Hebron AcademyAug 2019 to May 2020
- Dolphin Yacht ClubMay 2019 to Aug 2019
- Hebron AcademySep 2018 to May 2019
- Dolphin Yacht ClubMay 2018 to Sep 2018
- Marblehead High SchoolAug 2017 to Jun 2018
- Marblehead Veterans Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
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
- 8118256
- Firm CRD
- 250