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Kyle Jones

Onedigital Investment Advisors

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About Kyle Jones

Kyle Jones is a registered investment advisor representative with OneDigital Investment Advisors. Kyle has been in the financial services industry since 2014. Kyle is licensed to provide investment advisory services in Kentucky. Kyle has experience working with clients such as individuals, charitable organizations, pension and profit sharing plans, state or municipal government entities, and banking or thrift institutions. Kyle is also licensed to provide financial planning services.

Firm Information

Kyle Jones is currently registered with Onedigital Investment Advisors. Onedigital Investment Advisors is a financial advisory firm based in Overland Park, KS with a focus on providing investment and wealth management services. The firm manages over $107 billion in assets for various clients, including individuals, corporations, and institutions. They offer a wide range of services, including financial planning, portfolio management, and pension consulting. The firm employs over 380 investment advisory professionals and has a history of strong client relationships.
Onedigital Investment Advisors

11101 SWITZER ROAD

OVERLAND PARK, KS 66210

$107.10B

Assets Under Management

360

Total Clients

324

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kyle Jones’s Registration & Firm History

KS

08/16/2023 - Present

Onedigital Investment Advisors (OVERLAND PARK KS)

OH

03/28/2019 - 07/06/2023

THE HUNTINGTON INVESTMENT COMPANY (CINCINNATI OH)

KY

07/02/2015 - 02/13/2019

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 12/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kyle Jones. Review regulatory record here.
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