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Kevin Bastien

Principal,
Chief Strategy Officer

    At a Glance

    • Joined Edward Jones in 1996
    • Enterprise Leadership Team
    • Named an Edward Jones principal in 1998

    Kevin Bastien is Edward Jones’ chief strategy officer, responsible for Firm Strategy. He is a member of the firm’s Enterprise Leadership Team, which is responsible for providing advice and counsel to the managing partner in helping the firm to grow its impact and create value for clients, colleagues and communities today and in the future.

    Kevin began his Edward Jones career in 1996 as a director in Finance and initially led the firm’s tax function and partnership capital areas. His responsibilities were later expanded to include overall finance support for International Operations and the Sourcing area, which negotiates all Edward Jones financial commitments. Kevin was named an Edward Jones principal in 1998 and the firm’s chief financial officer in 2009. In 2015, Kevin helped update the firm’s five-year strategic plan and was asked to lead Firm Strategy in addition to leading the Finance division. Kevin transitioned from the chief financial officer role on November 1, 2021 after serving in this capacity for over 12 years.

    In November 2021, Kevin was named the firm's chief strategy officer. In this role he leads Firm Strategy. Firm Strategy is responsible for facilitating formal strategy and planning processes and developing and applying industry and competitor insights. Overall firm strategy consists of Enterprise, Business and Functional strategy lead by the Enterprise Leadership Team, Business Segments and Functional leaders across the firm in a team-based environment.

    Prior to joining Edward Jones, Kevin spent nearly nine years with PricewaterhouseCoopers (PwC), where he was a senior manager in the tax area, managing the overall Edward Jones relationship, as well as those with other large corporate clients.

    Kevin graduated from Southern Illinois University (SIU) in Carbondale with bachelor’s and master’s degrees in accounting. He is an Emeritus member of the board of directors of SIU’s School of Accountancy.

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