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About this Advisor
Jenny Kappelmann is an investment advisor in Tempe, Arizona. Currently an investment advisor with Edward Jones, Kappelmann has 12 years of experience as a financial advisor. Kappelmann maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Kappelmann is registered to act as a financial advisor based out of Arizona. Kappelmann has spent their complete career at Edward Jones. Edward Jones is based out of Tempe, Arizona, and operates out of 13,586 brick-and-mortar locations across the country. In aggregate, Edward Jones oversees $329 billion in assets covering 3,047,151 accounts and retains more than 23,408 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. 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
Jenny Kappelmann Work History
Jenny has 13 years of experience.
Jenny Kappelmann has no disclosures.
Please visit their SEC profile for more details.
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