Jeffrey Kitchen
Jeffrey Kitchen is a registered investment advisor at Edward Jones, based in West Chester, PA, with 28 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
535 N Church St Suite 275, West Chester, PA, 19380
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Jeffrey has a working interest in gas wells since 2021 and is a member owning 15% of Guntrack Aviation LLC, which owns an airplane, since 2023. These activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Emily LanningEdward Jones
- Richard Gostkowski, CFPEdward Jones
- Joseph Kicinski, ChFCEdward Jones
- Brendan Murphy, CFPEdward Jones
- Clinton Smedley, CFPCetera Investment Advisers LLC
- Carter Lee, CFALenape Investments, LLC