About this Advisor
Kevin Page is a financial advisor who works out of New Bern, North Carolina, who has been in the financial industry for 25 years. Page is currently employed by Edward Jones. They have spent their complete employment at Edward Jones. Page maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in North Carolina and Texas. Edward Jones is a financial advisory firm that has its headquarters in New Bern, North Carolina. The firm has offices in 14,439 locations and a total of 25,919 advisors. It manages $423 billion in assets under management between its 3,336,586 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 1,064 charitable organizations. Of its 3,336,586 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Edward Jones offers 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 for financial management usually vary depending on which services the firm provides the client. However, fee types charged by Edward Jones most likely include any blend of 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
Kevin Page Work History
Kevin has 25 years of experience.
Edward D. Jones & Co., L.P
Kevin Page has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
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.