Kason Lane Haggard
Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Edward JonesJul 2023 to now
- Gerber Collision & GlassApr 2023 to Jul 2023
- Coach Neale's Hitting FacilityMar 2023 to Jul 2023
- Jason HicksMay 2022 to Aug 2022
- Seeding SolutionsDec 2021 to Jul 2023
- High Plains ApplicatorsFeb 2020 to May 2023
- Seward County Community CollegeAug 2019 to Mar 2020
- UnemployedJul 2013 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7781982
- Firm CRD
- 250