Stacey Vanderkodde, financial advisor Capitola CA

Stacey Vanderkodde

CRD Number: 6261493
Current Firm: Edward Jones

Stacey Vanderkodde (CRD# 6261493) is an Investment Advisor Representative working at Edward Jones in Capitola, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Jul 2020 - Current 3
Morgan Stanley Menlo Park, CA Oct 2013 - Jun 2020 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Stacey Vanderkodde
Phone Number: 314-515-2000
Registered State(s):
  • CA
  • 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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