Kevin O'feeCRD Number: 1412801
Current Firm: Edward Jones
Kevin O'fee (CRD# 1412801) is an Investment Advisor Representative working at Edward Jones in Marco Island, FL and has over 31 years of experience in the finance industry.
Riverglades Family Offices, LLC
Aci Wealth Advisors
Mwm Investment Consulting, LLC
|Edward Jones||St Louis, MO||Sep 2014 - Current||2|
|Self-employed||Providence, RI||Sep 2013 - Sep 2014||1|
|Fidelity Investments||Smithfield, RI||Jan 2012 - Aug 2013||1|
|Unemployed||San Antonio, TX||Aug 2011 - Dec 2011||< 1|
|Usaa Investment Management Company||San Antonio, TX||Aug 2010 - Jul 2011||< 1|
|Lincoln Financial Distributors||Philadelphia, PA||Mar 2007 - Jun 2010||3|
|Nylife Distributors LLC||Parsippany, NJ||Oct 2003 - Jan 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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