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About this Advisor
Kendra White is an investment advisor who works in Tempe, Arizona. Currently a registered financial advisor with Edward Jones, White has 13 years of work experience as a financial advisor. White holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. White is registered to advise clients based out of Arizona. White has worked their whole career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and has 13,586 other locations in the nation. Overall, Edward Jones oversees $329 billion in assets covering 3,047,151 accounts and retains more than 23,408 people. The amount of assets the firm manages places it among the biggest firms in the nation. The firm manages 996,779 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Edward Jones can provide 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
Kendra White Work History
Kendra has 14 years of experience.
Kendra White has no disclosures.
Please visit their SEC profile for more details.
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