Kyle
Rice

Brighton Jones LLC

CRD#7099219
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Kyle Rice is a financial advisor operating out of Scottsdale, Arizona with a total of 2 years of industry experience. Rice is on the advisory team at Brighton Jones LLC. Throughout their career, Rice has worked at Redwood Investment Management, LLC, Westlake Middle School, Mcdowell High School, University Of Arizona Eller College Of Management, Delta Sonic Car Wash, Edward Jones, Sonora Investment Management, Northern Lights Distributors, LLC and Brighton Jones. Rice has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Arizona. Brighton Jones LLC is a registered investment business operating out of Seattle, WA. The company has offices in 18 locations and a total of 224 employees. It handles $10 billion in assets under management between its 2,681 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 2,681 customer accounts, 73% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types charged by Brighton Jones LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4211 N. Marshall Way, Suite 100
Scottsdale, AZ 85251

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Brighton Jones LLC Brokerage Details

Total Assets Under Management

$9,458,381,210

AZ Average: $3,566,627,242
Total Number of Employees

224

AZ Average: 46
Total Number of Accounts

2,681

AZ Average: 1,499
Average Account Size

$3,527,930

AZ Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kyle Rice Work History

Kyle has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Brighton Jones

2021 - 2021 (< 1 year)

Redwood Investment Management, LLC

2021 - 2021 (< 1 year)

Northern Lights Distributors, LLC

2019 - 2019 (< 1 year)

Edward Jones

2019 - 2020 (1 year)

Sonora Investment Management

2017 - 2020 (3 years)

University Of Arizona Eller College Of Management

2016 - 2019 (3 years)

Delta Sonic Car Wash

2013 - 2017 (4 years)

Mcdowell High School

2010 - 2013 (3 years)

Westlake Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyle Rice to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brighton Jones LLC

David Amiot
Denver, CO
Tyler Harvey
Seattle, WA
Matthew Kelley
Seattle, WA
Matthew Howell
Seattle, WA
Christopher Hoffa
Seattle, WA
Jorge Rosas
Seattle, WA
Myles Mcmanus
Dallas, TX
Thaddeus Allen
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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