Kevin C Kluge

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

• 08/2014 → 06/2018
  Mass Mutual
  Amherst, NY
• 07/2014 → 06/2018
  Mml Investors Services
  Amherst, NY
• 06/2018 → 02/2022
  Pruco Securities Llc
  Amherst, NY
• 06/2018 → 02/2022
  Prudential Insurance Company Of America
  Amherst, NY
• 02/2022 → 06/2023
  Key Investment Services
  Williamsville, NY
• 06/2024 → Present
  Edward Jones
  St. Louis, MO
• 02/2024 → 06/2024
  Home Depot
  West Seneca, NY
• 06/2023 → 02/2024
  Unemployed
  East Aurora, NY

Previous Registrations

• 2022-04-05 → 2023-06-09
  Key Investment Services Llc
  Brooklyn, OH
  Williamsville, NY
• 2021-06-07 → 2022-03-10
  Pruco Securities, Llc.
  Williamsville, NY
  Syracuse, NY
• 2006-01-30 → 2014-07-24
  Equitable Advisors, Llc
  Williamsville, NY
  Williamsville, NY

Exams

• S66 Uniform Combined State Law Examination
  2004-03-27
• S63 Uniform Securities Agent State Law Examination
  2001-06-01

Other Names

• Kc Kluge
• Kevin C Kluge
• Kevin Charles Kluge