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Kyle Bennett Velte

Edward Jones

Oneonta, NY

CRD 7330351

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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
NY RA APPROVED 2021-06-01
TX RA APPROVED_RES 2021-05-11
MO RA APPROVED 2021-04-07
  • NY RA
    APPROVED
    Since 2021-06-01
  • TX RA
    APPROVED_RES
    Since 2021-05-11
  • MO RA
    APPROVED
    Since 2021-04-07

Branch Locations

41 South Main Street Suite 1, Oneonta, NY 13820 • 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
Edward Jones St Louis MO 02/2021 Present
Nys Office Of People With Developmental Disabilities Rome NY 10/2014 02/2021
  • 02/2021 → Present
    Edward Jones
    St Louis, MO
  • 10/2014 → 02/2021
    Nys Office Of People With Developmental Disabilities
    Rome, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-05
  • S66 Uniform Combined State Law Examination
    2021-04-05

View on SEC IAPD

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