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About this Advisor
Kimberlie Mcclelland is an advisor in Tempe, Arizona. Currently an investment advisor with Edward Jones, they have accumulated 12 years of professional experience. Mcclelland has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Mcclelland can advise customers based out of Arizona. The advisor has gained experience at Edward Jones and American Funds Service Company. Edward Jones is located in Tempe, Arizona, and operates out of 12,884 brick-and-mortar locations across the nation. As a company, Edward Jones manages $312 billion in assets throughout 2,500,304 accounts and retains more than 23,510 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. 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
Kimberlie Mcclelland Work History
Kimberlie has 12 years of experience.
American Funds Service Company
Kimberlie Mcclelland has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO