Best Investors Account Sign in

Kevin Hartfield

Edward Jones

Ponte Vedra, FL

CRD 7878380

Claim This Profile
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 2024-07-08
FL RA APPROVED 2024-05-02
  • TX RA
    APPROVED
    Since 2024-07-08
  • FL RA
    APPROVED
    Since 2024-05-02

Branch Locations

360 Town Plaza Ave Suite 310, Ponte Vedra, FL 32081 • 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 02/2024 Present
Pnc Bank Jacksonville FL 05/2021 12/2023
Tiaa Bank, Fka Everbank Jacksonville FL 02/2004 05/2021
Unemployed Jacksonville FL 12/2023 02/2024
  • 02/2024 → Present
    Edward Jones
    St Louis, MO
  • 05/2021 → 12/2023
    Pnc Bank
    Jacksonville, FL
  • 02/2004 → 05/2021
    Tiaa Bank, Fka Everbank
    Jacksonville, FL
  • 12/2023 → 02/2024
    Unemployed
    Jacksonville, FL
Other Businesses

Rental Property Jacksonville, FL Start date: 10/1/2007 owner Hours per week: 0 Hours during trading: 0 Maintain property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-29
  • S66 Uniform Combined State Law Examination
    2024-04-29
Other Names
  • Kevin Robert Hartfield

View on SEC IAPD

Nearby Firms

HIGHLAND INVESTMENT ADVISORS LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

ADAM SEAN DRAKE
ROBERT TERRENCE DIGNAN
Mark Monroe Whitman

Nearby Offices

HIGHLAND INVESTMENT ADVISORS LLC · PONTE VEDRA, FL
MML INVESTORS SERVICES, LLC · Ponte Vedra, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Ponte Vedra, FL

More in Ponte Vedra, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor