Kaitlyn
Leblanc

Edward Jones

CRD#6566625
Investment Advisor
in Fairhope, AL

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About this Advisor

Kaitlyn Leblanc is an advisor located in Fairhope, Alabama. Currently a registered investment advisor at Edward Jones, Leblanc has 12 years of professional experience. Leblanc holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Leblanc is able to advise customers in Alabama and Missouri. Over the course of their career, they have held roles at Edward Jones, Mississippi Department Of Banking And Consumer Finance, The First, A National Banking Association, Lpl Financial, Burns And Company, Realtors, Java Moe'S Coffee Company, Data-Tel Of Louisiana, Inc and Full-Time Student. Edward Jones is based out of Fairhope, Alabama, and operates out of 14,439 additional brick-and-mortar locations in the United States. In aggregate, Edward Jones oversees $423 billion in assets dispersed across 3,336,586 client accounts and employs more than 25,919 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 10% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

151 Fly Creek Ave Suite 415
Fairhope, AL 36532-8307

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

AL Average: $11,469,110,461
Total Number of Employees

25,919

AL Average: 458
Total Number of Accounts

3,336,586

AL Average: 33,415
Average Account Size

$126,847

AL Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kaitlyn Leblanc Work History

Kaitlyn has 12 years of experience.

2018 - Present (3 years)

Edward Jones

2010 - Present (11 years)

Data-Tel Of Louisiana, Inc

2017 - 2017 (< 1 year)

Mississippi Department Of Banking And Consumer Finance

2017 - 2017 (< 1 year)

The First, A National Banking Association

2015 - 2017 (2 years)

Lpl Financial

2015 - 2015 (< 1 year)

Burns And Company, Realtors

2014 - 2015 (1 year)

Java Moe'S Coffee Company

2008 - 2017 (9 years)

Full-Time Student

Disclosures

Kaitlyn Leblanc has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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