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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)14 years in industry

Kayla L Gunderson

Advisor at EDWARD JONES

VANCOUVER, WA

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Search this name across graphsid dfx:ria:91fe44e1-76b3-fa19-c2ac-2bd7f8f9f94d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 7, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 6, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Sep 6, 2012
First registration: Sep 7, 2012
Dual registered: yes, broker-dealer
Other names: KAYLA LOUISE GUNDERSON|Kayla Gunderson
IAPD individual key: 5836319

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Apr 13, 2017	n/a	yes	VANCOUVER, WA	Current employment
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jul 15, 2016	Apr 12, 2017	no	Washougal, WA\|Vancouver, WA\|Washougal, WA\|SAN DIEGO, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jan 13, 2014	Jul 22, 2016	no	Portland, OR\|Lake Oswego, OR\|Vancouver, WA	Previous registration
KMS FINANCIAL SERVICES, INC	Former SEC adviser	Oct 18, 2012	Dec 13, 2013	no	PORTLAND, OR	Previous registration
MORGAN STANLEY	Wirehouse	Sep 7, 2012	Oct 5, 2012	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CUSO FINANCIAL SERVICES, L.P.	EDWARD JONES	Apr 12, 2017	Apr 13, 2017	1	Firm change	Other
MORGAN STANLEY	CUSO FINANCIAL SERVICES, L.P.	Jul 22, 2016	Jul 15, 2016	-7	Firm change	Other
KMS FINANCIAL SERVICES, INC	MORGAN STANLEY	Dec 13, 2013	Jan 13, 2014	31	Firm change	Other
MORGAN STANLEY	KMS FINANCIAL SERVICES, INC	Oct 5, 2012	Oct 18, 2012	13	Firm change	Other

Relationships

Registered with (4)

→ EDWARD JONESRegistered adviserregistration: current employment
Apr 13, 2017 to presentfactForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jul 15, 2016 to Apr 12, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 13, 2014 to Jul 22, 2016factForm ADV
→ KMS FINANCIAL SERVICES, INCRegistered adviserregistration: previous registration
Oct 18, 2012 to Dec 13, 2013factForm ADV

Dated events

No dated event names this entity yet.