Kyle S Holt

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 10/2024
  National Security Agency
  Anchorage, AK
• 12/2024 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Rental Property Eagle River, AK Start date: 11/22/2021 Property Owner Hours per week: 1 Hours during trading: 0 Maintain property ***** "United States Air Force Reserve Type: Department of Defense Date: 03/27/18 Title: Intelligence Analyst Trad Hrs: 4 Tot Hrs: 4 Desc: This is reserve duty, City-State: JBER AK" ***** "Self Type: 2 Rental Properties Date: 11/22/21 Title: Property Owner Trad Hrs: 0 Tot Hrs: 2 Desc: Two homes were formerly primary residences. City-State: Eagle River AK"

Exams

• S66 Uniform Combined State Law Examination
  2025-02-07
• S63 Uniform Securities Agent State Law Examination
  2001-10-11

Other Names

• Kyle Steven Holt
• Kyle Steven Holt