Kyle
Jones

M Holdings Securities, Inc

CRD#5677207
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Kyle Jones is a financial advisor who works in West Palm Beach, Florida who has 12 years of industry experience. Jones is currently employed by M Holdings Securities, Inc. Jones has gained experience at M Holdings Securities, Inc and R. Marshall Jones, Inc Dba Jones Lowry. Jones holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. M Holdings Securities, Inc is a financial advisory firm that has its headquarters in Portland, OR. The investment advisory business has offices in 105 locations and a total of 738 employees. It administers $4 billion in assets under management across its 10,065 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 10,065 customer accounts, 17% are held by high-net-worth clients who have more than $1 million in assets available to invest. M Holdings Securities, Inc performs 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, publication of newsletters and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by M Holdings Securities, Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

12 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

470 Columbia Dr. Ste E-100
West Palm Beach, FL 33409

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$3,932,369,637

FL Average: $1,120,203,312
Total Number of Employees

738

FL Average: 50
Total Number of Accounts

10,065

FL Average: 1,309
Average Account Size

$390,697

FL Average: $855,770

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 12 years.*

2010 - Present (14 years)

M Holdings Securities, Inc

2010 - Present (14 years)

R. Marshall Jones, Inc Dba Jones Lowry

*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 M Holdings Securities, Inc

Jason Hildebrant
Portland, OR
Kory Lenz
Tampa, FL
Eugene Lovasco
Portland, OR
Steven Wight
San Rafael, CA
Andrew Miner
Portland, ME
Benjamin Hall
Newtown, PA
Jason Duffy
Rochelle Park, NJ
Brian Coleman
Portland, OR

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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