Kaitlyn Joann Heywood

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

• 07/2012 → Present
  Edward Jones
  Tempe, AZ

Other Businesses

Simply Sweet by Katie Jay Type of business: Home Based Bakery Spirit Lake, IA Start date: 12/10/2019 Owner Hours per week: 5 Hours during trading: 0 market business on social media Rental Property Gilbert, AZ Start date: 9/1/2020 Property Owner Hours per week: 0 Hours during trading: 0 Desc: Respond to the property manager Rental Property Spirit Lake, IA Start date: 5/1/2023 Property Owner Hours per week: 0 Hours during trading: 0 Maintain property

Exams

• S66 Uniform Combined State Law Examination
  2014-05-01

Other Names

• Kaitlyn Joann Johnson
• Kaitlyn Joann Heins