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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
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
Michelle Jarvis Work History
Michelle has 13 years of experience.
Edward Jones Investments
Michelle Jarvis has no disclosures.
Please visit their SEC profile for more details.