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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
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
Kevin Lehman Work History
Kevin has 12 years of experience.
Securities America Inc
Securities America Advisors
Kevin Lehman has no disclosures.
Please visit their SEC profile for more details.