Jan Knisley, financial advisor Granby CO

Jan Knisley

CRD Number: 4848626
Current Firm: Edward Jones

Jan Knisley (CRD# 4848626) is an Investment Advisor Representative working at Edward Jones in Granby, CO and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Aug 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Jan M. Knisley
Phone Number: 314-515-2000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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