Kyle Henze
Investment adviser representative at Edward Jones
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1TFirm assets
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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
19 years in the industry.
- Edward JonesJun 2023 to now
- UnemployedSep 2022 to May 2023
- USAA Investment Services CompanySep 2017 to Sep 2022
- USAA Financial Advisors, Inc.Aug 2007 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 4241093
- Firm CRD
- 250