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Kyle Henze

Edward Jones

St. Louis, MO

Sun City, AZ

Andover, KS

CRD 4241093

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-22
AZ RA APPROVED 2023-06-27
  • TX RA
    APPROVED
    Since 2024-02-22
  • AZ RA
    APPROVED
    Since 2023-06-27

Branch Locations

12555 Manchester Road, St. Louis, MO 63131 • United States

Sun City, AZ • United States

1953 N Andover Rd, Andover, KS 67002-9465 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Investment Services Company Phoenix AZ 09/2017 09/2022
Edward Jones St Louis MO 06/2023 Present
Unemployed Phoenix AZ 09/2022 05/2023
Usaa Financial Advisors, Inc. Phoenix AZ 08/2007 06/2020
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-02
S63 Uniform Securities Agent State Law Examination 2000-08-10
  • S65 Uniform Investment Adviser Law Examination
    2007-02-02
  • S63 Uniform Securities Agent State Law Examination
    2000-08-10
Designations
  • Certified Financial Planner
Other Names
  • Kyle Jason Henze

View on SEC IAPD

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