Kevin Russell Maroney

Advisor at Edward Jones — Colorado City, CO

Updated today

Credentials

Series 63, Series 66

Experience

23 years

Location

Colorado City, CO 81019

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kevin Maroney is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions supported by a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Business ownership considerations General estate planning guidance

Occupation focus

Founder/Business Owner

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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

See office

Colorado City, CO

4491 Bent Brothers Blvd Ste G

Colorado City CO 81019

Advisors at this office

1

Most active in

Colorado · Texas

Work history

23 years of industry experience

Edward Jones

2002 - Present • 24 years

St Louis, MO

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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