Kyle Hooper

Advisor at Edward Jones

Updated today

Location

Colfax, WA 99111

Credentials

Series 66

Industry experience

8 years

About

Kyle Hooper is a financial advisor with Edward Jones in Colfax, WA, holding a Series 66 designation and eight years of industry experience. His prior work history includes positions at UC Irvine, Almota Elevator Company, Toby Nelson, and the Los Angeles Dodgers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

409 N Main St Suite 1

Colfax, WA 99111

Most active in

Texas · Washington

Work history

Edward Jones

2018 - Present (8 years)

UC Irvine

2017 - 2017 (1 year)

Almota Elevator Company

2017 - 2017 (1 year)

Toby Nelson

2016 - 2017 (1 year)

Los Angeles Dodgers

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management
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Pullman, WA

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General retirement planning Income planning General tax planning Cash flow / budgeting
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College savings (529s, UTMA, etc.)
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Jeffrey Feuerstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes long-term roles at Waddell & Reed and various insurance agencies, as well as involvement with community organizations such as the Pullman Regional Hospital Foundation and United Way. Feuerstein also serves as a notary public and has been active in local nonprofit and business activities in Pullman, WA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

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Edward Jones

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Retirement income strategy Liquidity event planning Business exit / sale strategy Active portfolio management Retired Founder/Business Owner Executive
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Cotton S

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Pullman, WA

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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