Jason
Kinsman

Edward Jones

CRD#4747069
Investment Advisor
in Tempe, AZ

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About this Advisor

Jason Kinsman is an advisor who is based out of Tempe, Arizona. Currently a registered investment advisor with Edward Jones, they have gathered 14 years of experience in the financial advisory industry. Kinsman has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Kinsman is registered to operate in Arizona. Kinsman has worked their career at Edward Jones. Edward Jones is based out of Tempe, Arizona, and operates out of 12,884 additional offices in the country. As a company, Edward Jones oversees $312 billion in assets dispersed across 2,500,304 client accounts and employs more than 23,510 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

14 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

8640 S River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

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

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ 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

Jason Kinsman Work History

Jason has 14 years of experience.

2004 - Present (15 years)

Edward D. Jones

Disclosures

Jason Kinsman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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