Kyle
Jones
Cooper Mcmanus
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About this Advisor
Kyle Jones is a financial advisor based in Culver City, California, working with Cooper Mcmanus. Kyle has previously held positions at Lpl Financial LLC, Aequitas Wealth Management, Fortress Wealth Management, Inc, and Cooper Mcmanus. Kyle has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Kyle is part of Cooper Mcmanus, which operates out of Culver City, California. The firm has 23 offices and 49 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Cooper Mcmanus includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cooper Mcmanus Brokerage Details
$1,575,058,662
49
4,577
$344,125
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kyle Jones Work History
Cooper Mcmanus
Fortress Wealth Management, Inc
Aequitas Wealth Management
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Kyle Jones 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 Cooper Mcmanus
Walnut Creek, CA
San Clemente, CA
Irvine, CA
Thousand Oaks, CA
Irvine, CA
Irvine, CA
Irvine, CA
Overland Park, KS
The content in this profile was updated by SmartAsset on 6/19/2024. 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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