Kasey Dawn Naugher
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 JonesMar 2023 to now
- Honda of BendNov 2022 to Jan 2023
- PastiniJun 2022 to Oct 2022
- Rosell Wealth ManagementOct 2021 to Jul 2022
- Summit HealthJul 2021 to Aug 2021
- Robberson FordSep 2020 to Apr 2021
- Ulta BeautyAug 2018 to Nov 2020
- Brasada RanchJun 2018 to Aug 2018
- University of OregonSep 2017 to Feb 2021
- StarbucksJun 2016 to Sep 2017
Exams passed
- 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
- 7454064
- Firm CRD
- 250