Kathryn A. Edmunds
THE RENN WEALTH MANAGEMENT GROUP
ATLANTA, GA 30305
Some features on this profile are disabled
CRD#: 2781241
Professional summary
Kathryn Allison Edmunds, CFP®, who also goes by Kathryn Allison Jones, is a registered financial advisor currently at THE RENN WEALTH MANAGEMENT GROUP, INC. located in Atlanta, Georgia and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Atlanta, Georgia.
Kathryn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Kathryn has worked at 3 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
What are your service offerings?
Estate Planning
Business Succession Planning
Insurance Planning
Health Care
Retirement Planning
Education Planning
Comprehensive Financial Planni...
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Kathryn Allison Jones
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Name of Business: Nonvariable Insurance Address: 3205 Paces Ferry Pl NW, Atlanta, GA, 30305, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Licensed Insurance Agent who helps guide clients on insurance needs (2) Name of Business: The Renn Wealth Management Group Address: 3205 Paces Ferry Pl NW, Atlanta, GA, 30305-1308, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/01/2000 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor/IAR (3) Name of Business: The Renn Wealth Management Group, Inc. Address: 3205 Paces Ferry Pl NW, Atlanta, GA, 30305, United States Activity Type: Independent RIA Position/Title: Officer - Vice President, Advisor Investment Related: Yes Start Date: 01/01/2007 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Personal Financial Plans
CRS (Client Relationship Summary) - RIA
Click below to view Kathryn Allison Edmunds's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
February 25, 2003 - Present
THE RENN WEALTH MANAGEMENT GROUP, INC.
Office #1: 3535 Piedmont Road Suite 450, Atlanta, GA 30305RIA
CRD#: 117500
ATLANTA, GA
Current
February 28, 2000 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 3205 Paces Ferry Place Nw, Atlanta, GA 30305BD
CRD#: 6694
Atlanta, GA
Past
November 20, 1996 - February 9, 2000
THE ROBINSON-HUMPHREY COMPANY, LLC
BD
CRD#: 723
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
THE RENN WEALTH MANAGEMENT GROUP, INC.
THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD#: 117500 / SEC#: 801-122297
RIA
Registered Investment Advisory firm - (9/10/2021 Approved)Georgia
Registered Investment Advisory firm - (3/20/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/4/2022)
RR
California(10/19/2015)
RR
Colorado(2/20/2002)
RR
Delaware(10/12/2012)
RR
Florida(1/6/2015)
RR
Georgia(4/20/2000)
IAR
Georgia(2/25/2003)
RR
Illinois(6/4/2024)
RR
Indiana(8/24/2020)
RR
New York(6/1/2018)
RR
North Carolina(10/20/2015)
RR
South Carolina(11/28/2018)
RR
Tennessee(8/8/2014)
RR
Washington(7/2/2025)
RR
Wyoming(4/3/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TR
THE RENN WEALTH MANAGEMENT GROUP, INC.
THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD#: 117500 / SEC#: 801-122297
RIA
Registered Investment Advisory firm - (9/10/2021 Approved)Georgia
Registered Investment Advisory firm - (3/20/2023 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3205 Paces Ferry Place, Nw, Atlanta, GA 30305
Mailing Address
Phone number
(404) 467-9882
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 223 |
| AUM (Assets Under Management) | $ 131,421,041 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD#: 117500Atlanta, GA 30305TRUST BUT VERIFY
Monitor Kathryn Edmunds
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
xxxxx@xxxx.xxx
