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Kyle K Mabe

Edward Jones

Mission Viejo, CA

CRD 7212396

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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 2023-10-26
CA RA APPROVED 2023-03-09
  • TX RA
    APPROVED
    Since 2023-10-26
  • CA RA
    APPROVED
    Since 2023-03-09

Branch Locations

27725 Santa Margarita Pkwy Suite 215, Mission Viejo, CA 92691 • 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
Mercer Investment Management Boston MA 07/2015 05/2018
Msci, Inc. Boston MA 05/2018 11/2019
Eventide Asset Management, Llc Long Beach CA 11/2019 12/2021
Northern Lights Distributors, Llc Elkhorn NE 01/2020 10/2021
Foreside Fund Services, Llc Long Beach CA 11/2021 12/2021
Burch & Company Kansas City MO 04/2022 09/2022
The Mercury Group Long Beach CA 01/2022 01/2023
Edward Jones St Louis MO 01/2023 Present
David Watson Construction Inc Long Beach CA 11/2022 01/2023
  • 07/2015 → 05/2018
    Mercer Investment Management
    Boston, MA
  • 05/2018 → 11/2019
    Msci, Inc.
    Boston, MA
  • 11/2019 → 12/2021
    Eventide Asset Management, Llc
    Long Beach, CA
  • 01/2020 → 10/2021
    Northern Lights Distributors, Llc
    Elkhorn, NE
  • 11/2021 → 12/2021
    Foreside Fund Services, Llc
    Long Beach, CA
  • 04/2022 → 09/2022
    Burch & Company
    Kansas City, MO
  • 01/2022 → 01/2023
    The Mercury Group
    Long Beach, CA
  • 01/2023 → Present
    Edward Jones
    St Louis, MO
  • 11/2022 → 01/2023
    David Watson Construction Inc
    Long Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-08
S63 Uniform Securities Agent State Law Examination 2020-02-07
  • S66 Uniform Combined State Law Examination
    2023-03-08
  • S63 Uniform Securities Agent State Law Examination
    2020-02-07
Other Names
  • Kyle Keven Mabe

View on SEC IAPD

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