Kyle
Fugit

Edward Jones

CRD#5833013
Investment Advisor
in Tempe, AZ

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About this Advisor

Kyle Fugit is a financial advisor operating in Tempe, Arizona, who has been in the advisory business for 10 years. Fugit works at Edward Jones. Over the course of their career, Fugit has held roles at Edward Jones and Amy'S Hallmark. Fugit has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. Edward Jones is a financial advisory business headquartered in Tempe, Arizona. The investment advisory business has offices in 13,586 locations and a total of 23,408 financial advisors. It handles $329 billion in assets between its 3,047,151 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 958 charities and foundations. Of its 3,047,151 client accounts, just 9% are held by high-net-worth investors who have greater than $1 million in investable assets. Edward Jones performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically depend on which services the firm provides the client. Fee types billed by Edward Jones most likely include any blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8620 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kyle Fugit Work History

Kyle has 11 years of experience.

2010 - Present (10 years)

Edward Jones

2009 - 2010 (1 year)

Amy'S Hallmark

Disclosures

Kyle Fugit has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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