Clermont, FL E Highland Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
2
Of 24,095 advisors across 14,150 offices
Location
140 E Highland Avenue
Clermont FL 34711
Advisors at this office
2
Advisors at this office
Kalli L
Series 66
Clermont, FL
Edward Jones
Kalli Le Jeune is a financial advisor at Edward Jones in Clermont, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, Le Jeune worked at FreshPoint, Inc. for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Daniela M
Series 66
Clermont, FL
Edward Jones
Daniela Martinez is a financial advisor at Edward Jones in Clermont, FL, with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.
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