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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
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 11 years of experience.
Kyle Fugit has no disclosures.
Please visit their SEC profile for more details.
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