Corey
Kelch

Edward Jones

CRD#6423453
Investment Advisor
in West Des Moines, IA
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About this Advisor

Corey Kelch is an investment advisor in West Des Moines, Iowa. Currently an investment advisor at Edward Jones, they have accrued 11 years of professional experience in the financial advisory industry. Kelch has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Kelch is able to act as a financial advisor based out of Iowa. During their career, Kelch has held roles at Midwest Intellectual Property Management, Edward Jones, C.H. Robinson, Enterprise Rent-A-Car Company, Saint Ambrose University, Great Des Moines Baseball Co, Major League Baseball Properties, Pinnacle Food Group and Fort Madison Hy-Vee. Edward Jones is headquartered in West Des Moines, Iowa, and has 12,884 other locations across the nation. In total, Edward Jones oversees $312 billion in assets throughout 2,500,304 client accounts and employs more than 23,510 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have greater than $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

Series 66

Years of Experience

11 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

2020 Grand Ave Suite 250
West Des Moines, IA 50265

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

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

23,408

IA Average: 458
Total Number of Accounts

3,047,151

IA Average: 33,415
Average Account Size

$107,966

IA 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

Corey Kelch Work History

Corey has 11 years of experience.

2014 - Present (5 years)

Edward Jones

2012 - 2014 (2 years)

C.H. Robinson

2011 - 2011 (< 1 year)

Midwest Intellectual Property Management

2011 - 2012 (1 year)

Enterprise Rent-A-Car Company

2010 - 2010 (< 1 year)

Great Des Moines Baseball Co

2010 - 2010 (< 1 year)

Major League Baseball Properties

2009 - 2009 (< 1 year)

Pinnacle Food Group

2008 - 2012 (4 years)

Saint Ambrose University

2008 - 2011 (3 years)

Saint Ambrose University

2007 - 2009 (2 years)

Fort Madison Hy-Vee

Disclosures

Corey Kelch has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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