Kristi Crowell is a registered investment advisor at Edward Jones, based in Huntsville, AL, with 8 years of industry experience. Kristi 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
Huntsville, AL
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Regulatory History (4)
Financial
February 2025Financial
February 2025Financial
February 2025Financial
January 2025Other Business Activities
Kristi runs a yoga instruction YouTube channel as a hobby since 2021. She dedicates minimal time to creating and posting videos, with the potential for ad revenue.
Employment History
Current Registrations
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations51 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
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