Kalei Cox
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesDec 2025 to now
- Parker Industrial SupplyJul 2024 to Dec 2025
- Central Kentucky Optometric AssociatesOct 2023 to Jul 2024
- UnemployedJun 2023 to Oct 2023
- Wesco AnixterMay 2022 to Jun 2023
- Mordecai'sJan 2021 to Feb 2022
- TgkyJan 2019 to Jan 2021
- UnemployedAug 2018 to May 2022
- Erica Barnes' State FarmJan 2016 to Aug 2018
- UnemployedAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 8192926
- Firm CRD
- 250