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About this Advisor
Kristie Thompson is an advisor based in Tempe, Arizona. Currently an investment advisor with Edward Jones, they have accrued a notable 28 years of professional experience in the financial advisory industry. Thompson has Series 63 and Series 66 licenses, certifying them as a securities broker. Thompson is able to act as a financial advisor based out of Arizona and Texas. Thompson has spent their whole career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and operates out of 13,586 additional brick-and-mortar locations throughout the United States. As an advisor firm, Edward Jones oversees $329 billion in assets covering 3,047,151 accounts and employs more than 23,408 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Edward Jones provides 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
Kristie Thompson Work History
Kristie has 29 years of experience.
Kristie Thompson has no disclosures.
Please visit their SEC profile for more details.
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