Jack D Kessel
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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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
10 years in the industry.
- Edward JonesJan 2026 to now
- Raymond James & Associates IncAug 2022 to Jan 2026
- Principal SecuritiesMar 2022 to Jul 2022
- Associate StaffingDec 2021 to Mar 2022
- Advocacy Trust LLCNov 2019 to Nov 2021
- State Employees Credit UnionSep 2018 to Oct 2019
- First Federal BankJun 2018 to Oct 2018
- Ag Lee TransportJan 2017 to Oct 2019
- Cwc TransportMar 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7497962
- Firm CRD
- 250