Kyle W. Jones began serving Culver City, CA in 2009 when he was given the opportunity to open a local office for a large broker. Soon in his career, Kyle realized that by their very nature large firms cannot possibly offer clients individualized advice. More often than not advisors are forced to offer the firm's services and a cookie-cutter approach simply did not appeal to Kyle or his clients.
It felt more like sales than solving problems.
Helping clients solve problems with creative solutions gave Kyle purpose as a Financial Advisor. And to be able to offer comprehensive, unbiased advice to clients in a fiduciary capacity would required the flexibility of independence from the big firms. Kyle became an Independent Financial Advisor in 2012.
KW Jones Wealth is able to access the resources and scale of large institutional level firms while sitting in the driver's seat as an independent fiduciary. This way KW Jones Wealth and our clients are able to access all of the same resources of large institutions without the conflicts of interest.
Kyle also prides himself on educating his clients (and their children and grandchildren) so that they can better navigate the world of finance which is often intentionally cryptic and coded. He has been a trusted advisor helping multiple generations of family members planning and executing their goals.
Money management begins with your life goals. Some may have the goal to accumulate as much wealth as possible. More often, there is a specific goal or purpose for money in our lives, and money is one tool we use to accomplish our goal.
KW Jones Wealth Management will help you achieve your financial goals as efficiently as possible.
We sit on the same side of the table as our clients. You will feel relieved to have us on your side.
The Accredited Asset Management SpecialistSM, or AAMS® program provides advisors with strong fundamental financial knowledge with a specific focus on asset management and investments. The program has a focus on identifying new investment opportunities and how to recognize insurance, tax, retirement, and estate issues.
For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.
The Accredited Domestic Partnership AdvisorSM, or ADPA® is the only designation program of its kind that prepares financial professionals to address the unique planning needs specific to unmarried, coupled persons and Domestic Partners. This up-to-date program helps analyze and evaluate alternative planning techniques pertaining to wealth transfers, federal taxation laws, retirement laws and benefits, and planning for end-of-life needs.
An Office of Supervisory Jurisdiction (OSJ), Cooper McManus Manages compliance and provides consulting and other business services to the independent advisors in their network. The advisors in their netword share a commitment to exceptional, professional, knowledgeable, and value-driven service.
EXPECT TRANSPARENT PRICING AND LOW COSTS.
We help make it easy for you to be an informed investor at Schwab.
We cover losses in your Schwab accounts due to unauthorized activity. Plus, we help keep you secure with two-step authentication and tips on spotting scams.
EXPERT INSIGHTS TO HELP YOU INVEST.
The world of investing is vast and nuanced, so we help you get your brain around it all. Today's market, tomorrow's forecasts, and investing and tax strategies.
Pioneers In Financial Tech, Champions For Advisor Success
In 1999, when the hunt for a portfolio accounting system that could meet the needs of a growing RIA turned up empty, we made it our mission to develop the best portfolio management software on the market.
Today, that same passion is what drives our quest to innovate our platform, disrupt the status quo, and help financial professionals win by realizing their unique vision for success.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence.
Cambridge Highlights as of September 30, 2021
$1.31B Total Revenue, $155B Assets Under Advisement, 861 CFP® Professionals, 866 Home Office Associates, 3,779 Producing Financial Professionals,
#9 Largest broker-dealer based on gross revenue*
#7 Largest in U.S. for independent broker-dealer revenue*
#8 Highest growth in reps 2021*
#9 In total revenue*
#9 Total account assets*
*Financial Planning magazine, 2021