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Kyle Harpin

Analyst, Client Needs Research


    At A Glance

    • Joined Edward Jones in 2010
    • Client Needs Research Team

    Kyle Harpin serves as an analyst on the Client Needs Research team, which creates advice and guidance related to preparing for retirement, living in retirement, saving for education, estate planning and protecting financial 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® charter-holder and a member of the CFA Institute and the CFA Society of Nevada. Kyle also holds the CFP® designation.

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