KJ
KJ

Kyle Jenner

40 Years of Experience
Fayetteville, AR
5 DisclosuresBroker

Kyle Jenner is a registered investment advisor at Stephens, based in Fayetteville, AR, with 40 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 21,784 clients with $16B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
21,784 clients
Average Client Portfolio
$755K average
Assets Under Management
$16.4B

Fee Structure

Stephens Inc. offers several investment management programs with fees based on a percentage of assets managed. Fees are negotiable and vary from client to client. Fees for some programs are charged quarterly in arrears, while others are charged monthly in advance. Clients may also incur markups or markdowns on fixed income transactions. Some programs may also have performance-based fees.

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Location

3425 Futrall Drive, Suite # 201, Fayetteville, AR, 72703

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2015
Denied
Customer Dispute
March 2005
Settled
Customer Dispute
August 2002
Denied
Customer Dispute
March 2000
Closed-No Action
Customer Dispute
January 1999
Pending
Other Business Activities

Kyle is the secretary of Lincoln Land Livestock Co, dedicating minimal time. He is also a board member of the Arkansas Community Foundation, attending quarterly meetings, and a landowner receiving pasture rent from a cattle operation, dedicating minimal time except during emergencies.

Employment History
Current Registrations
Stephens
March 2002 - Present · 24 yrs 6 mos
StephensBroker
January 2002 - Present · 24 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1995 - February 2002 · 6 yrs 10 mos
Edward D. Jones & CO., L.P.Broker
January 1986 - April 1995 · 9 yrs 3 mos
State Registrations37 states
AKALARAZCACOCTDCFLGAILINKSKYLAMDMEMIMNMOMSNCNENJNMNVNYOHOKORSCTNTXVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.