Kyle David Lukowitz

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

• 05/2013 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2012-10-01 → 2013-06-12
  J.P. Morgan Securities Llc
  Appleton, WI
  Appleton, WI
  Appleton, WI
• 2007-07-19 → 2012-10-01
  Chase Investment Services Corp.
  Appleton, WI
  Appleton, WI
  Appleton, WI
  Appleton, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-05
• S63 Uniform Securities Agent State Law Examination
  2003-04-23