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KG
CFP · ChFC
KG
CFP · ChFC

Kayla Gunderson

Edward Jones
14 Years of Experience
Vancouver, WA
Broker
View SEC Summary
View SEC Summary

Kayla Gunderson is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Vancouver, WA, with 14 years of industry experience. Kayla 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.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 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
—
View Full SEC Brochure

Location

12500 SE 2nd Circle, Suite 210, Vancouver, WA, 98684-6030

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Kayla's domestic partner opened a timber business on their jointly held property in 2022. Kayla is not involved in the business and dedicates no time to it.

Employment History
Current Registrations
Edward JonesBroker
April 2017 - Present · 9 yrs 6 mos
Edward Jones
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
July 2016 - April 2017 · 9 mos
Cuso Financial Services, L.P.
July 2016 - April 2017 · 9 mos
Morgan StanleyBroker
January 2014 - July 2016 · 2 yrs 6 mos
Morgan Stanley
January 2014 - July 2016 · 2 yrs 6 mos
Kms Financial Services, INC
October 2012 - December 2013 · 1 yr 2 mos
Kms Financial Services, INC.Broker
October 2012 - December 2013 · 1 yr 2 mos
Morgan Stanley
September 2012 - October 2012 · 1 mo
Morgan Stanley Smith BarneyBroker
July 2012 - October 2012 · 3 mos
State Registrations14 states
AKAZCADEFLGAIDKSMEMTNYORUTWA
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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