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About this Advisor
Kaitlyn Johnson is a financial advisor who is based in Tempe, Arizona. Currently a registered financial advisor at Edward Jones, they have gathered 14 years of practice as an investment advisor. Johnson holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Johnson is able to serve customers in Arizona. During their career, the advisor has held roles at Hey Good Cookies, The University Of Iowa Main Library, The Wharf, Aerotek, Option 1 Nutrition Solutions, Edward Jones and The University Of Iowa. Edward Jones is based out of Tempe, Arizona, and operates out of 13,586 offices across the United States. In aggregate, Edward Jones manages $329 billion in assets dispersed across 3,047,151 accounts and retains more than 23,408 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 996,779 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the advisor firm's investors are high-net-worth individuals, meaning they have more 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'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 Johnson Work History
Kaitlyn has 15 years of experience.
Option 1 Nutrition Solutions
The University Of Iowa Main Library
The University Of Iowa
Hey Good Cookies
Kaitlyn Johnson has no disclosures.
Please visit their SEC profile for more details.
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