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Kyle James Cornett

Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Raymond James Financial Services Advisors, IncMar 2025 to now
  2. Bend Wealth AdvisorsJan 2025 to now
  3. Raymond James Financial Services, Inc.Jan 2025 to now
  4. Bend Golf ClubSep 2024 to Nov 2024
  5. UnemployedJun 2024 to Aug 2024
  6. Journey In BendSep 2021 to Jun 2024
  7. Juniper PreserveMay 2021 to Apr 2022
  8. Domino's PizzaJun 2020 to May 2021
  9. Colonial LifeAug 2018 to Jun 2020
  10. Western Oregon UniversitySep 2017 to Mar 2022
  11. UnemployedSep 2014 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (OR).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
8035985
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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