Kyle Ashcraft
Investment Adviser Representative at Edward Jones
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Ashcraft is an investment adviser representative with Edward Jones in Albany, CA, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with Wells Fargo Clearing Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
17 states and territories
Alabama, Arizona, California, Georgia, Hawaii, Idaho, Kansas, Maryland, Nevada, New Mexico, New York, North Carolina, Oregon, Tennessee, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Clearing Services, LLCJul 2021 – Nov 2022Reno, NV
- Wells Fargo Bank NAJul 2021 – Nov 2022Reno, NV
- UnemployedJan 2020 – Jul 2021San Mateo, CA
- CHG HealthcareDec 2018 – Jan 2020Midvale, UT
- Mountain America Credit UnionJun 2015 – Oct 2018Sandy, UT
- Edward JonesNov 2022 – Nov 2023Carson City, NV
- Edward JonesNov 2023 – Aug 2026St Louis, MO
- Wells Fargo Clearing Services, LLCAug 2026 – no end date reportedWalnut Creek, CA
- UnemployedOct 2018 – Dec 2018Kaysville, UT
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Edward Jones
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $25,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23,937
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Louis, MO
- SEC file number:
- 801-3297
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Edward Jones
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Ashcraft has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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