Kyle
Jones
Cooper Mcmanus
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About this Advisor
Kyle Jones is a certified financial planner who works in Culver City, California who has 1 year of relevant experience. Jones works at Cooper Mcmanus. Their career trajectory has included roles at Lpl Financial LLC, Aequitas Wealth Management, Fortress Wealth Management, Inc and Cooper Mcmanus. Jones holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Cooper Mcmanus is a financial advisory company based out of Irvine, CA. The firm has offices in 21 locations and a total of 40 employees. It handles $1 billion in assets under management among its 4,523 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 4,523 accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets. Cooper Mcmanus offers a number of services, including 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. Financial management fee schedules usually are based on the financial services offered. Fees billed by Cooper Mcmanus most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cooper Mcmanus Brokerage Details
$1,296,801,066
40
4,523
$286,713
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
Kyle has been registered as a financial advisor for 1 years.*
Cooper Mcmanus
Fortress Wealth Management, Inc
Aequitas Wealth Management
Lpl Financial LLC
*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 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
Santa Ynez, CA
Irvine, CA
Irvine, CA
Irvine, CA
Thousand Oaks, CA
Irvine, CA
Culver City, CA
San Clemente, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
