Adviser and broker representative · Edward Jones
Kaylee M. Phelps
CRD 6919320 · Mankato, MN
At a glance
Kaylee M. Phelps is an investment adviser representative with Edward Jones in Mankato, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kaylee’s SEC record dates to 2018, about 8 years ago. Kaylee is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Edward JonesSince May 2018Mankato, MN · $1.01T in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Kaylee’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.