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Kelsie Salisbury

Advisor at Edward Jones

Updated today

Location

Ottawa, OH 45875

Credentials

Series 66

Industry experience

1 year

About

Kelsie Salisbury is a financial advisor at Edward Jones in Ottawa, OH, holding a Series 66 designation with one year of industry experience. She has been associated with Edward Jones since 2011. Outside of her advisory role, she is involved in managing an LLC created to transfer ownership of her parents' house. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions. The firm is notable for its large national network of financial advisors and branch offices, as well as its affiliated trust company, mutual funds, and securities-based lending options.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1800 North Perry St Suite 101

Ottawa, OH 45875

Most active in

Ohio · Texas

Work history

Edward Jones

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Series 66

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Joshua M

Series 66

Bluffton, OH

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