KP
KP

Kevin Pearson

32 Years of Experience
Des Moines, IA
1 DisclosureBroker

Kevin Pearson is a registered investment advisor at Edward Jones, based in Des Moines, IA, with 32 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4227 Fleur Drive, Des Moines, IA, 50321

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History

Regulatory History (1)
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
May 2009
Denied
Other Business Activities

Kevin works for Smith Fertilizer and Grain, an agriculture business, performing general seasonal labor since 2005. This takes a few hours per week and may involve obtaining a CDL license.

Employment History
Current Registrations
Edward Jones
February 2007 - Present · 19 yrs 8 mos
Edward JonesBroker
September 1994 - Present · 32 yrs 1 mo
State Registrations26 states
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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.
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