Kyle Harvey

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

• 07/2024 → Present
  Edward Jones
  St Louis, MO
• 08/2023 → 06/2024
  Computershare Ltd
  Louisville, KY
• 08/2018 → 06/2023
  Coffee Crossing Llc
  Clarksville, IN
• 07/2018 → 06/2023
  Jcps
  Louisville, KY
• 03/2018 → 06/2018
  Irvine Youth Soccer League
  Irvine, CA
• 10/2017 → 06/2018
  Challenger Sports
  San Diego, CA
• 06/2017 → 10/2017
  Zero Energy
  Cerritos, CA
• 10/2013 → 02/2018
  Chick-Fil-A
  Yorba Linda, CA

Other Businesses

Mockingbird Valley Premier Type: Soccer Club Date: 12/15/22 Title: Coach Trad Hrs: 0 Tot Hrs: 7 Desc: Creating weekly practice plans Maintaining equipment Supervising youth practices and games City-State: Louisville KY

Exams

• S66 Uniform Combined State Law Examination
  2024-09-18

Other Names

• Kyle W Harvey