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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
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
Kimberlie Mcclelland Work History
Kimberlie has 14 years of experience.
American Funds Service Company
Kimberlie Mcclelland has no disclosures.
Please visit their SEC profile for more details.
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