Kyle Hauptman
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 JonesDec 2023 to now
- VestwellMay 2023 to Dec 2023
- Ameriprise Financial Services, LLCMar 2022 to Apr 2023
- The RinxAug 2021 to May 2023
- Amethyst CollabAug 2021 to Nov 2021
- Arcadia Wealth ManagementMay 2019 to Aug 2019
- Mykonos Greek DinerMay 2018 to Aug 2018
- UnemployedSep 2012 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7522183
- Firm CRD
- 250