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Ashley Kahler

Edward Jones
6 Years of Experience
Bay Village, OH
1 DisclosureBroker
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Ashley Kahler is a registered investment advisor at Edward Jones, based in Bay Village, OH, with 6 years of industry experience. Ashley 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

578 Dover Center Rd, Bay Village, OH, 44140

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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.
Financial
May 2023
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
October 2022 - Present · 4 yrs
Edward JonesBroker
October 2022 - Present · 4 yrs
Previous Registrations
Citizens Investment Services
January 2020 - December 2020 · 11 mos
Citizens Securities, INC.Broker
January 2020 - December 2020 · 11 mos
Edward JonesBroker
June 2019 - November 2019 · 5 mos
Edward Jones
June 2019 - November 2019 · 5 mos
Olson Investment Advisors, LLC
January 2019 - June 2019 · 5 mos
First Allied Securities, INC.Broker
August 2018 - May 2019 · 9 mos
State Registrations23 states
ALAZCACODCFLGAILLAMAMDMINCNDNJNYOHOKPATXVAVTWA
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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