Kevin
Lehman

Edward Jones

CRD#5516843
Investment Advisor
in Ames, IA
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About this Advisor

Kevin Lehman is a financial advisor in Ames, Iowa. Currently a registered financial advisor with Edward Jones, Lehman has 12 years of work experience in the financial advisory industry. Lehman maintains Series 65 and Series 63 licenses, designating the advisor as both a securities agent and an investment advisor representative. Lehman is registered to serve investors based out of Iowa. During their career, Lehman has held roles at Edward Jones, Voya Financial, Securities America Inc and Securities America Advisors. Edward Jones is headquartered in Ames, Iowa, and has 12,884 locations in the country. As a firm, Edward Jones oversees $312 billion in assets dispersed across 2,500,304 accounts and employs more than 23,510 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Edward Jones offers 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

Series 65, Series 63

Years of Experience

12 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

208 Main Street
Ames, IA 50010

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Edward Jones Brokerage Details

Total Assets Under Management

$311,986,498,067

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

23,510

IA Average: 458
Total Number of Accounts

2,500,304

IA Average: 33,415
Average Account Size

$124,779

IA 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

Kevin Lehman Work History

Kevin has 12 years of experience.

2017 - Present (2 years)

Edward Jones

2016 - 2017 (1 years)

Securities America Inc

2016 - 2017 (1 years)

Securities America Advisors

2006 - 2015 (9 years)

Voya Financial

Disclosures

Kevin Lehman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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