Kyler MorganCRD Number: 6233207
Current Firm: Edward Jones
Kyler Morgan (CRD# 6233207) is an Investment Advisor Representative working at Edward Jones in Council Bluffs, IA and has over 3 years of experience in the finance industry.
|Edward Jones||St Louis, MO||Aug 2013 - Current||3|
|Wells Fargo||Des Moines, IA||Feb 2013 - Aug 2013||< 1|
|Carlisle Community Schools||Carlisle, IA||Jun 2012 - Jul 2013||1|
|Carlisle Community Schools||Carlisle, IA||Dec 2012 - Feb 2013||< 1|
|Grand View University||Des Moines, IA||Sep 2009 - May 2012||2|
|Harrison's Sports||Des Moines, IA||Aug 2008 - Aug 2009||1|
|Carlisle Community Schools||Carlisle, IA||Aug 1994 - Aug 2008||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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