Money Concepts Advisory Service
43yrs
Top advisor by experience in Afton
3yrs
Kyle Terry
Financial advisor at Edward Jones
Based in Afton, Wyoming, Kyle Terry is a fiduciary financial advisor with 3 years of industry experience. Kyle has been with Edward Jones since 2023. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 7 advisors with offices in Afton, and one of 6 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office625 S Washington St Suite D, Afton, WY 83110
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
- 2023 – nowEdward JonesCurrent firm
Contact Kyle
Local office(307) 363-6125Ask for Kyle. (314) 515-2000Main office · St. Louis, MO 625 S Washington St Suite DAfton, WY 83110Office · Get directions
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Questions to ask Kyle
Tailored to Kyle’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 Kyle
How do I contact Kyle?
Call Kyle’s local office at (307) 363-6125 or the Edward Jones main office at (314) 515-2000, and ask for Kyle Terry.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Kyle hold?
Series 66. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Kyle 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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