Kyle
Jones

Brite Advisors Usa, Inc

CRD#7054283
Investment Advisor
in New York, NY

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About this Advisor

Kyle Jones is a financial advisor who works in New York, New York with 1 year of industry experience. Jones is currently employed by Brite Advisors Usa, Inc. Throughout their career, Jones has worked at Grosvenor Butterworth Financial Services Limited, Moorland Mayfair Wealth Management, Blacktower Financial Management (Us) LLC, Paystream, The Farmers Arms and Brite Advisors Usa, Inc. Jones has a Series 65 license, designating them as an investment advisor representative, and can advise clients in Texas. Brite Advisors Usa, Inc is an advisory company that has its headquarters in New York, NY. It has $468 million in assets among its 755 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 755 customer accounts, 26% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Brite Advisors Usa, Inc has a set of services, including portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial management typically depend on which services the firm provides the client. However, fees billed by Brite Advisors Usa, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

12 E49Th Street 11Th Floor
New York, NY 10017

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Brite Advisors Usa, Inc Brokerage Details

Total Assets Under Management

$468,148,435

NY Average: $7,464,549,021
Total Number of Employees

13

NY Average: 88
Total Number of Accounts

755

NY Average: 3,892
Average Account Size

$620,064

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Kyle Jones Work History

Kyle has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Brite Advisors Usa, Inc

2020 - 2022 (2 years)

Paystream

2018 - 2019 (1 year)

Blacktower Financial Management (Us) LLC

2016 - 2020 (4 years)

Moorland Mayfair Wealth Management

2013 - 2016 (3 years)

Grosvenor Butterworth Financial Services Limited

2011 - 2013 (2 years)

The Farmers Arms

*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 Brite Advisors Usa, Inc

Matthew Doherty
Houston, TX
Andrew Anello
New York, NY
James Swarbrick
New York, NY
Zachary Zanghi
New York, NY
Megan King
New York, NY
Damien Hanly
New York, NY
Benjamin Hadley
New York, NY
Kyle Jones
New York, NY

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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