Emma Klein
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Sitka, AK 99835-7579
Credentials
Series 66
Industry experience
1 year
Emma Klein is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2024. Outside of her advisory role, Klein serves as a volunteer firefighter and EMT for the City of Sitka and works part-time at Cascade Creek Lodge, a summer fishing lodge. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Based on Edward Jones
$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)
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.
315 Lincoln St Suite 110
Sitka, AK 99835-7579
Alaska
Edward Jones
2024 - Present (2 years)
Unemployed
2024 - Present (2 years)
City Of Sitka
2019 - Present (7 years)
Sitka Fine Arts Camp
2019 - 2020 (1 year)
Lift Gym
2018 - 2018 (1 year)
Countryside Animal Hospital
2018 - 2018 (1 year)
South Area Fire Emergency Response
2018 - 2018 (1 year)
Woodson YMCA
2018 - 2018 (1 year)
Vino Latte
2018 - 2018 (1 year)
South East Alaska Regional Health Consortium
2016 - 2024 (8 years)
City of Ketchikan
2016 - 2018 (2 years)
SEARHC
2016 - 2018 (2 years)
Kneaded Relief Spa
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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