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Kyle Harpin

Senior Analyst, Client Needs Research


    At A Glance

    • Joined Edward Jones in 2010
    • Client Needs Research Team

    Kyle Harpin serves as a Senior Analyst on the Retirement Team in Client Needs Research. In his time on this team, Kyle has focused on creating advice and guidance for financial strategies related to retirement, education, and cash & debt management goals.

    Kyle began his Edward Jones career in 2010 as a trader in the firm’s Rotational Development Program. After gaining experience with multiple trading desks, he joined Municipal Bond Trading in 2011. After nearly two years, he joined Fixed Income Research where he served as an analyst until 2019, when he joined Client Needs Research.

    Kyle graduated summa cum laude from the W.P. Carey School of Business at   Arizona State University with a bachelor’s degree in finance. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Nevada. Kyle also holds the CFP® certification.

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