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Nathan Leonard Kneifl

Investment adviser representative at Edward Jones
14 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

14 years in the industry.

  1. Edward JonesMar 2021 to now
  2. UnemployedJan 2021 to Jan 2021
  3. Olive GardernFeb 2020 to Jan 2022
  4. University of South DakotaAug 2019 to Dec 2020
  5. Ameriprise FinancialJun 2019 to Jul 2019
  6. University of South DakotaAug 2018 to May 2019
  7. Mead LumberJun 2018 to Jul 2018
  8. University of South DakotaJun 2017 to May 2018
  9. Lawton-bronson Jr./sr. HighJan 2012 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (IA, 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
7114053
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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