Broker Check
Kyle W. Jones, CFP®, AAMS, ADPA

Kyle W. Jones, CFP®, AAMS, ADPA

President

Kyle began as a Financial Planner in 2009, and started his own independent financial services practice in 2012.  He is a graduate of The Ohio State University and holds the CFP® (Certified Financial Planner), AAMS®  (Accredited Asset Management Specialist) and ADPA®  (Accredited Domestic Partnership Advisor) designations.  Kyle is also a certified mediator through the LA County Bar Association.  He received a commendation from the City of Culver City for the 18 mediations he conducted on their behalf.

Kyle currently serves as the Vice Chair/Treasurer of the Westside Regional Center, a nonprofit that supports children to adults with disabilities.  He has served as Chair of the Beverly Hills Estate Planning Council, Chair of the Culver City Landlord Tenant Mediation Board, Vice Chair/CFO of the Culver City Chamber of Commerce twice, and Treasurer/Councilman of the Grace Lutheran Church.

Kyle and his wife are the parents of four children, including identical twins.  Besides countless children’s activities he enjoys tennis, golf, creative writing, any type of exercise, singing, and playing guitar.