Dylan J Kohl
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Edward JonesMay 2026 to now
- Empower Financial Services, IncNov 2024 to May 2026
- UnemployedApr 2023 to Nov 2024
- CentercodeMar 2022 to Apr 2023
- UnemployedSep 2021 to Feb 2022
- PennymacAug 2020 to Aug 2021
- The New York TimesDec 2018 to Aug 2020
- Eat ClubJan 2018 to Dec 2018
- Adp Broker Dealer Inc.Sep 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 6706779
- Firm CRD
- 250