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About this Advisor
Kathern Duplisea is a financial advisor who works in Tempe, Arizona, who has been in the financial industry for 10 years. Duplisea is on the advisory team at Edward Jones. They have spent their complete time as a financial advisor at Edward Jones. Duplisea holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Arizona. Edward Jones is an advisory company operating in Tempe, Arizona. The firm has offices in 13,586 locations and a total of 23,408 advisors. It has $329 billion in total assets across its 3,047,151 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 958 charities and foundations. Of its 3,047,151 client accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically depend on the services offered. However, fees billed by Edward Jones can be comprised of 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
Kathern Duplisea Work History
Kathern has 11 years of experience.
Edward Jones Investments
Kathern Duplisea has no disclosures.
Please visit their SEC profile for more details.
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