Kira Cole
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Antioch, IL 60002-1510
Credentials
Series 63, Series 66
Industry experience
9 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
Work history
Edward Jones
2017 - Present (9 years)
JPMorgan Chase Bank
2016 - 2017 (1 year)
JP Morgan Securities LLC
2016 - 2017 (1 year)
Bank of America
2004 - 2016 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Kyle K
Series 66
Kenosha, WI
Edward Jones
David L
CFP®, Series 66
Mchenry, IL
Edward Jones
Robert K
CFP®, Series 66
Grayslake, IL
Fidelity
Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]
Gary S
Series 66
Lindenhurst, IL
Edward Jones
Michael K
Series 63, Series 66
Gurnee, IL
Edward Jones
Michael K
Series 63, Series 66
Mchenry, IL
Edward Jones
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