Kyle M Roberts

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

• 03/2025 → 05/2026
  J.P. Morgan Securities Llc
  Derby, KS
• 03/2023 → 08/2024
  M&M Insurance Associates
  Wichita, KS
• 08/2024 → 02/2025
  One Digital
  San Francisco, CA
• 10/2021 → 08/2023
  Farmers Insurance
  Wichita, KS
• 12/2020 → 10/2021
  State Farm Insurance
  Wichita, KS
• 10/2019 → 11/2020
  Crossfirst Bank
  Wichita, KS
• 08/2015 → 05/2018
  Usd 396
  Douglass, KS
• 06/2018 → 10/2019
  Intrust Bank
  Derby, KS
• 10/2014 → 12/2016
  Kohls
  Derby, KS
• 08/2017 → 09/2017
  Hibbett Sporting Goods Inc
  Derby, KS
• 05/2026 → Present
  Edward Jones
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2026-07-31
• S63 Uniform Securities Agent State Law Examination
  2025-07-03

Other Names

• Kyle Michael Roberts
• Kyle M Roberts