Kyle Jenner is a registered investment advisor at Stephens, based in Fayetteville, AR, with 40 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 21,991 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee rate is 2% for Stephens Allocation Strategies and Stephens Managed Assets Program, and up to 2.5% for other pre-paid wrap fee accounts. Fees are negotiable based on account size, type, and services provided.
Fee Estimator
Location
3425 Futrall Drive, Suite # 201, Fayetteville, AR, 72703
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 2015Customer Dispute
March 2005Customer Dispute
August 2002Customer Dispute
March 2000Customer Dispute
January 1999Other 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
StephensBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations37 states
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
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