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
Years of Experience
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Edward Jones Brokerage Details
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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.
Data-Tel Of Louisiana, Inc
Mississippi Department Of Banking And Consumer Finance
The First, A National Banking Association
Burns And Company, Realtors
Java Moe'S Coffee Company
Kaitlyn Leblanc has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones