Kaylee Mckinnon Bateman
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesApr 2023 to now
- Morgan Stanley Smith Barney LLCMar 2022 to Apr 2023
- Starbucks Coffee CompanyNov 2021 to Jan 2022
- Fidelity Brokerage Services LLCAug 2019 to Jan 2022
- UnemployedMar 2018 to Jul 2019
- Epic TheatresMay 2016 to Feb 2018
- University of North FloridaAug 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7166985
- Firm CRD
- 250