Kyle Harpin is a senior retirement analyst on the Client Needs Research team at Edward Jones. The Client Needs Research team develops and communicates the firm's advice and guidance for client needs, including retirement, education, preparing for the unexpected and leaving a legacy.
Kyle has 15 years of financial services and retirement experience. He began his career with Edward Jones in 2010 as a trader in the firm’s Rotational Development Program. As part of the program, he rotated through multiple trading desks, ultimately joining Municipal Bond Trading in June 2011. After spending nearly two years with the municipal bond trading desk, Kyle joined Fixed Income Research in April 2013 and served as an analyst on this team until May 2019 at which time he joined his current team.
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 earned the Chartered Financial Analyst® designation in 2014 and the CERTIFIED FINANCIAL PLANNER ®designation in 2019.