Michael
Kirkpatrick

Edward Jones

CRD#1242631
Investment Advisor
in Sparks, NV

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About this Advisor

Michael Kirkpatrick is a chartered financial consultant based out of Sparks, Nevada, who has been in the advisory business for 10 years. Kirkpatrick currently works for Edward Jones. Throughout their career, they have worked at Bank Of The West, Bancwest Investment Services, Nationwide Securities, LLC, Nationwide Investment Services Corporation, Sorrento Pacific Financial, LLC and Edward Jones. Kirkpatrick holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Nevada and Texas. Edward Jones is a financial advisory company operating out of Sparks, Nevada. The company has offices in 14,439 locations and a total of 25,919 people on staff. It oversees $423 billion in assets under management among its 3,336,586 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 1,064 charitable organizations. Of its 3,336,586 accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in investable assets. Edward Jones performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Edward Jones likely consist of any blend of asset-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years of Experience

10 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

Yes

Office Location

895 Roberta Lane Suite 102
Sparks, NV 89431

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

NV Average: 458
Total Number of Accounts

3,336,586

NV Average: 33,415
Average Account Size

$126,847

NV 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

Michael Kirkpatrick Work History

Michael has 10 years of experience.

2018 - Present (3 years)

Edward Jones

2016 - 2018 (2 years)

Sorrento Pacific Financial, LLC

2013 - 2016 (3 years)

Nationwide Securities, LLC

2013 - 2016 (3 years)

Nationwide Investment Services Corporation

2013 - 2016 (3 years)

Nationwide Investment Services Corporation

2013 - 2016 (3 years)

Nationwide Securities, LLC

2010 - 2013 (3 years)

Bank Of The West

2010 - 2013 (3 years)

Bancwest Investment Services

Disclosures

Michael Kirkpatrick has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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