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Kimber Lea Bettino

Edward Jones

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About Kimber Lea Bettino

Kimber Lea Bettino is a financial advisor with over 20 years of experience in the industry. Kimber has worked for several prominent firms, including Sagepoint Financial, First Financial Equity Corporation, and United Planners' Financial Services of America. Kimber currently works for Edward Jones, a firm known for its extensive network and dedicated customer service. Kimber has a strong focus on financial planning, portfolio management, and pension consulting.

Firm Information

Kimber Bettino is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Kimber Bettino’s Registration & Firm History

AZ

06/01/2022 - Present

Edward Jones (Peoria AZ)

AZ

01/22/2018 - 12/31/2021

SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)

AZ

03/09/2015 - 11/10/2017

FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)

AZ

05/17/2011 - 03/06/2015

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PHOENIX AZ)

AZ

04/27/2009 - 05/05/2011

SECURITIES SERVICE NETWORK, INC. (SCOTTSDALE AZ)

AZ

03/08/2007 - 04/29/2009

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

CA

11/01/2006 - 02/01/2007

TIMES SECURITIES, INC. (EL MONTE CA)

AZ

10/31/2005 - 10/27/2006

AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)

AZ

02/10/2004 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

AZ

02/17/2004 - 12/31/2004

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

AZ

02/17/2004 - 12/31/2004

SPELMAN & CO., INC. (PHOENIX AZ)

NY

07/16/2002 - 08/22/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

TX

01/02/2000 - 10/03/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 02/15/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2018

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/24/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kimber Lea Bettino.
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