Kimberly Shocklee
Investment adviser representative at Edward Jones
14 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Edward JonesFeb 2025 to now
- TIAAJan 2024 to Feb 2025
- LPL Financial LLCMar 2021 to Dec 2023
- Goldbook FinancialSep 2019 to Mar 2020
- Massmutual Life Insurance CompanySep 2013 to Sep 2019
- MML Investors Services LLCJul 2012 to Feb 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5886044
- Firm CRD
- 250