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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
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
Jason Kinsman Work History
Jason has 14 years of experience.
Edward D. Jones
Jason Kinsman has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO