Renee
Walden

Edward Jones

CRD#6539449
Investment Advisor
in Seattle, WA

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About this Advisor

Renee Walden is an advisor in Seattle, Washington. Currently a registered advisor at Edward Jones, Walden has 13 years of practice in the financial advisory industry. Walden has a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Walden is able to serve clients in Texas and Washington. Over the course of their career, they have held roles at Edward Jones, Sound Publishing, Tiger Oak Media and Kirkland Chamber Of Commerce. Edward Jones is headquartered in Seattle, Washington, and has 14,439 offices throughout the United States. As a company, Edward Jones oversees $423 billion in assets across 3,336,586 accounts and employs more than 25,919 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 1,067,474 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 10% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

6017 California Ave Sw
Seattle, WA 98136-1612

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

WA Average: 458
Total Number of Accounts

3,336,586

WA Average: 33,415
Average Account Size

$126,847

WA 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

Renee Walden Work History

Renee has 13 years of experience.

2015 - Present (6 years)

Edward Jones

2013 - 2015 (2 years)

Kirkland Chamber Of Commerce

2011 - 2015 (4 years)

Sound Publishing

2011 - 2011 (< 1 year)

Tiger Oak Media

2010 - 2011 (1 year)

Sound Publishing

2007 - 2010 (3 years)

Sound Publishing

Disclosures

Renee Walden 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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