Ex-Edward Jones FA Team with $300M Jumps to Ameriprise Financial 

Ameriprise Financial has added a women-led financial advisory firm, which manages about $300 million in client assets from Edward Jones. 

New Philadelphia, OH–based Kendall Wealth Management, is led by private wealth advisor Kiley Kendall and includes her husband and son, advisors Mitch Kendall and Kyle Kendall.  

The team is supported by senior operations coordinator Jennifer Stewart and client service specialist Alexis Shaw. Kendall Wealth Management is also supported by Ameriprise’s franchise field VP Andrew Johnson and regional VP Jon Jackson. 

“We realized it was time to take the next step in our growth journey,” Kiley Kendall said. “Ameriprise offers independence, a wealth of resources, and flexibility that better align with our commitment to putting clients first, supporting our growth – all while staying true to the values that define our practice.” 

Kendall Wealth Management “can now offer more personalized, efficient, and scalable solutions that reflect the unique needs of each individual and family we serve,” at Ameriprise, the team said. 

Kendall said the team transitioned to Ameriprise because they “wanted the resources of a large, established firm, without compromising the autonomy of our practice.” 

In August, Ameriprise Financial added two financial advisors from Commonwealth Financial Network, who oversee more than $150 million in combined client assets.