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About this Advisor
Kristie Thompson is a financial advisor in Tempe, Arizona. Currently an advisor at Edward Jones, Thompson has an impressive 27 years of professional experience in the financial advisory industry. Thompson holds Series 63 and Series 66 licenses, which designate the advisor as a securities broker. Thompson is able to serve clients based out of Arizona. Thompson has spent their complete career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and has 12,884 other locations throughout the United States. As a company, Edward Jones oversees $312 billion in assets throughout 2,500,304 accounts and employs 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 advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Edward Jones offers 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 27 years of experience.
Kristie Thompson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
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