Lyle Duane Newton

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

• 09/2008 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2005-07-15 → 2008-10-10
  Kestra Investment Services, Llc
  Alma, AR

Other Businesses

Commercial Rental Property Type of business: Rental Alma, AR Start date: 2/14/2013 Owner Hours per week: 1 Hours during trading: 1 Owner * "Rental Property Type: Rental Date: 03/01/14 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Rental Income City-State: Alma AR" * 2nd Home/ rental pool Type of business: Rental Pool Gross Islet, -- Start date: 8/1/2025 Joint Owner Hours per week: 0 Hours during trading: 0 Annual comp is TBD: In rental pool when not owner occupied. Income distributions occur annually in February and will not be paid directly rather held as a credit balance at property manager for HOA fees and other expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-09
• S63 Uniform Securities Agent State Law Examination
  1998-09-16

Other Names

• Lyle Newton