Kimberlie
Mcclelland

Edward Jones

CRD#6173328
Investment Advisor
in Tempe, AZ

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About this Advisor

Kimberlie Mcclelland is a financial advisor who works out of Tempe, Arizona, who has been in the advisory business for 13 years. Mcclelland is on the advisory team at Edward Jones. During their career, Mcclelland has held roles at Edward Jones and American Funds Service Company. Mcclelland maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Arizona. Edward Jones is a financial advisory firm operating in Tempe, Arizona. The investment advisory business has offices in 13,586 locations and a total of 23,408 financial advisors. It has $329 billion in assets under management among its 3,047,151 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 958 charities and foundations. Of its 3,047,151 customer accounts, just 9% are held by high-net-worth clients who have more than $1 million in assets available to invest. Edward Jones provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. Fees charged by Edward Jones can include some combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8333 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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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

Kimberlie Mcclelland Work History

Kimberlie has 14 years of experience.

2008 - Present (12 years)

Edward Jones

2006 - 2012 (6 years)

American Funds Service Company

Disclosures

Kimberlie Mcclelland has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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