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Kenneth Edward Wiles

Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Edward JonesJul 2023 to now
  2. Raylen VineyardsSep 2022 to Jun 2023
  3. TD Ameritrade Investment Management, LLCFeb 2018 to Jul 2023
  4. ScottradeMay 2013 to Mar 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law2002
  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (NC).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2313285
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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