Ameriprise Financial Services
47yrs
Top advisor by experience in Beaumont
16yrs
Based in Beaumont, Texas, Kevin Bohm is a fiduciary financial advisor with 16 years of industry experience. Kevin joined Edward Jones in 2010, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 125 advisors with offices in Beaumont, and one of 120 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 70% of advisors at Edward Jones
Office575 W Lucas Dr Suite 104, Beaumont, TX 77706
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2010 – nowEdward JonesCurrent firm
Contact Kevin
Local office(409) 896-2649Ask for Kevin. (314) 515-2000Main office · St. Louis, MO 575 W Lucas Dr Suite 104Beaumont, TX 77706Office · Get directions
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Questions to ask Kevin
Tailored to Kevin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kevin
How do I contact Kevin?
Call Kevin’s local office at (409) 896-2649 or the Edward Jones main office at (314) 515-2000, and ask for Kevin Bohm.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2010, about 16 years. More experience than 70% of advisors at Edward Jones.
What licenses does Kevin hold?
Series 66. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Kevin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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