Kyle M Roberts
Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Kyle M Roberts? Claim your profile
Contact this firm
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
12 years in the industry.
- Edward JonesMay 2026 to now
- J.P. Morgan Securities LLCMar 2025 to May 2026
- One DigitalAug 2024 to Feb 2025
- M&m Insurance AssociatesMar 2023 to Aug 2024
- Farmers InsuranceOct 2021 to Aug 2023
- State Farm InsuranceDec 2020 to Oct 2021
- Crossfirst BankOct 2019 to Nov 2020
- Intrust BankJun 2018 to Oct 2019
- Hibbett Sporting Goods IncAug 2017 to Sep 2017
- Usd 396Aug 2015 to May 2018
- KohlsOct 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 8070643
- Firm CRD
- 250