Michelle
Huntley

Edward Jones

CRD#5582157
Investment Advisor
in Hendersonville, NC

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About this Advisor

Michelle Huntley is a financial advisor who works in Hendersonville, North Carolina, with 12 years of financial industry experience. Huntley is on the advisory team at Edward Jones. Their career trajectory has included roles at Edward Jones. Huntley holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Edward Jones is a registered investment business that has its headquarters in Hendersonville, North Carolina. The company has offices in 14,439 locations and a total of 25,919 people on staff. It controls $423 billion in assets across its 3,336,586 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 1,064 charities and foundations. Of its 3,336,586 customer accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm 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 charged by financial advisors typically are based on the services. Fees billed by Edward Jones can be comprised of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

900 Fleming Street
Hendersonville, NC 28791

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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

Michelle Huntley Work History

Michelle has 12 years of experience.

2019 - Present (2 years)

Edward Jones

2008 - 2019 (11 years)

Edward Jones

Disclosures

Michelle Huntley 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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