![Katherine Karr, financial advisor San Antonio TX](/img/ws/profile-blank-sq.png)
Katherine Karr (CRD# 6554701) is an Investment Advisor Representative working at Morgan Stanley in San Antonio, TX and has over 7 years of experience in the finance industry.
![George Fisher, financial advisor San Antonio TX](/img/ws/profile-blank-sq.png)
CRD# 3266677
Boynton Financial LLC
![Bryan Abbott, financial advisor San Antonio TX](/img/ws/profile-blank-sq.png)
CRD# 2511275
S.b. Value Partners, LP
![Jocelyn Abernathy, financial advisor San Antonio TX](/img/ws/profile-blank-sq.png)
CRD# 4422977
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley | San Antonio, TX | Oct 2021 - Current | 2 |
Alamo Colleges | San Antonio, TX | Dec 2020 - Jul 2021 | < 1 |
Hotworx | San Antonio, TX | Jan 2021 - May 2021 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio, TX | Jan 2018 - Nov 2020 | 2 |
Bank Of America, N.a. | San Antonio, TX | Jan 2018 - Nov 2020 | 2 |
Swbc Investment Services LLC | San Antonio, TX | Dec 2016 - Nov 2017 | < 1 |
Axa Advisors | San Antonio, TX | Aug 2015 - Dec 2016 | 1 |
Utsa | San Antonio, TX | Aug 2012 - Dec 2016 | 4 |
University Of Texas At San Antonio | San Antonio, TX | Aug 2012 - Dec 2016 | 4 |
Dominion Country Club | San Antonio, TX | May 2016 - Sep 2016 | < 1 |
Ledo's Italian Resturant | Millersville, MD | Dec 2011 - Aug 2015 | 3 |
Fox And The Hound | San Antonio, TX | Aug 2013 - Jul 2015 | 1 |
Last Call Operating Company | San Antonio, TX | Aug 2013 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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