Jason
Kyle

Mutual Of Omaha Investor Services, Inc

CRD#7122483
Investment Advisor
in Tampa, FL

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About this Advisor

Jason Kyle is a financial advisor working in Tampa, Florida who has 4 years of industry experience. Kyle is an employee of Mutual Of Omaha Investor Services, Inc. Their career trajectory has included roles at Forethought LLC, Haberstroh Insurance Agency, Mutual Of Omaha Insurance Company and Mutual Of Omaha Investor Services. Kyle maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida and Kentucky. Mutual Of Omaha Investor Services, Inc is an advisory firm headquartered in Omaha, NE. It has offices in 114 locations and a total of 320 people on staff. It oversees $14 million in total assets across its 92 customer accounts, placing it among the smaller firms in the nation by assets under management. The firm provides financial advice to 10 charities and foundations. Of its 92 accounts, 16% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely depend on which service is offered. However, fees billed by Mutual Of Omaha Investor Services, Inc most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

7650 W. Courtney Campbell Causeway Suite 150
Tampa, FL 33607

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$14,275,270

FL Average: $1,978,216,465
Total Number of Employees

320

FL Average: 226
Total Number of Accounts

92

FL Average: 7,467
Average Account Size

$155,166

FL Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jason Kyle Work History

Jason has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Mutual Of Omaha Insurance Company

2019 - Present (5 years)

Mutual Of Omaha Investor Services

2014 - Present (10 years)

Forethought LLC

2013 - 2019 (6 years)

Haberstroh Insurance Agency

*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 Jason Kyle 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 Mutual Of Omaha Investor Services, Inc

Suzanne Odonnell
Omaha, NE
Charles Noriega
Indianapolis, IN
Brent Paulsen
Sioux Falls, SD
Sherif Shaban
Marlton, NJ
Abrahim Kassim
Fairfax, VA
Nicholas Digilio
Omaha, NE
Jeffrey Keller
Omaha, NE
Marc Gaillard
Blue Bell, PA

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.

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