Kyle Jones is a CFP-designated registered investment advisor at Cooper Mcmanus, based in Culver City, CA, with 16 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 3,482 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cooper McManus offers investment management services where they create a portfolio tailored to your needs using various investments. The annual fee for this service will not exceed 2.00% and is negotiable. The fee is deducted from your account. They may also use third-party investment advisors, compensating them from their overall fee.
Location
10000 Washington Blvd FL 6, Culver City, CA, 90232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kyle is involved in several outside business activities. He is involved with Level Investments, is a musician, is Vice Chair of the Beverly Hills Estate Planning Council, and is a board member of Westside Regional Center, dedicating minimal time to each.
Employment History
Current Registrations
Cooper Mcmanus
Previous Registrations
Fortress Wealth Management, INC.
Aequitas Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.