Denise
Clay

Edward Jones

CRD#6000179
Investment Advisor
in Hickory, NC

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About this Advisor

Denise Clay is a financial advisor based in Hickory, North Carolina, with 20 years of financial industry experience. Clay is currently employed by Edward Jones. Over the course of their career, Clay has held roles at Edward Jones and Denise Clay Photography. Clay holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Edward Jones is a business operating in Hickory, North Carolina. The company has offices in 14,439 locations and a total of 25,919 employees. It administers $423 billion in total assets between its 3,336,586 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 1,064 charities and foundations. Of its 3,336,586 accounts, just 10% are associated with high-net-worth investors who have more than $1 million in investable assets. Edward Jones offers a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically depend on which services are offered. Fee types billed by Edward Jones can include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

20 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

2005 Frye Ave
Hickory, NC 28602

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

NC Average: 458
Total Number of Accounts

3,336,586

NC Average: 33,415
Average Account Size

$126,847

NC 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

Denise Clay Work History

Denise has 20 years of experience.

2011 - Present (10 years)

Edward Jones

2000 - 2011 (11 years)

Denise Clay Photography

Disclosures

Denise Clay has no 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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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