Michelle
Jarvis

Edward Jones

CRD#4218033
Investment Advisor
in Kansas City, MO
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About this Advisor

Michelle Jarvis is a certified financial planner operating in Kansas City, Missouri, who has 13 years of work experience. Jarvis is on the advisory team at Edward Jones. They have worked at Edward Jones for the entirety of their career. Jarvis holds a Series 63 license, qualifying them as a securities broker, and is approved to work in Missouri. Edward Jones is a registered investment firm operating in Kansas City, Missouri. The firm has offices in 12,884 locations and a total of 23,510 advisors. It oversees $312 billion in assets among its 2,500,304 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 852 charitable organizations. Of its 2,500,304 customer accounts, just 7% are held by high-net-worth clients who have greater than $1 million in assets. Edward Jones performs a wide assortment 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 largely vary depending on the type of financial services offered. However, fees charged by Edward Jones likely include asset-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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

Barry Pointe Office Park 9051 N E 81St Ter Suite 230
Kansas City, MO 64158-1295

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Edward Jones Brokerage Details

Total Assets Under Management

$311,986,498,067

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

23,510

MO Average: 458
Total Number of Accounts

2,500,304

MO Average: 33,415
Average Account Size

$124,779

MO 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

Michelle Jarvis Work History

Michelle has 13 years of experience.

2005 - Present (14 years)

Edward Jones Investments

Disclosures

Michelle Jarvis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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