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About this Advisor
Kyle Fugit is an advisor who is based in Tempe, Arizona. Currently an investment advisor with Edward Jones, they have accumulated 19 years of experience in the financial advisory industry. Fugit has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Fugit is able to advise clients based out of Arizona. Their career trajectory has included roles at Student, Edward Jones and Amy'S Hallmark. Edward Jones is based out of Tempe, Arizona, and has 12,884 other brick-and-mortar locations in the nation. Overall, Edward Jones oversees $312 billion in assets dispersed across 2,500,304 accounts and employs more than 23,510 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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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 19 years of experience.
Kyle Fugit has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO