Courtney Kusick
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesMay 2026 to now
- University of MinnesotaSep 2025 to May 2026
- Htg ArchitectsAug 2023 to Sep 2025
- UnemployedMay 2023 to Sep 2023
- Revolution Design + BuildJan 2022 to May 2023
- UnemployedDec 2021 to Mar 2022
- University of Minnesota Twin CitiesSep 2020 to Dec 2021
- PerkinsMay 2020 to Sep 2020
- University of Minnesota Twin CitiesSep 2019 to May 2020
- PerkinsMay 2019 to Sep 2019
- StarbucksSep 2018 to Dec 2019
- University of Minnesota Twin CitiesSep 2018 to May 2019
- George's PizzaMay 2018 to Sep 2018
- 3rd St TavernJan 2018 to May 2018
- UnemployedJan 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 8266329
- Firm CRD
- 250