Unclaimed Profile

Kyle Randall Jones

PINERIDGE ADVISORS, LLC·ST. CHARLES, Missouri

SIE, Series 7, Series 66Clean record19 years registeredPINERIDGE ADVISORS, LLC

1520 SOUTH 5TH STREET, ST. CHARLES, MO 63303CRD# 5247387Firm CRD# 315100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kyle Randall Jones · ST. CHARLES, MO

Registration

CRD #5247387 · PINERIDGE ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

FYRA CAPITAL MANAGEMENT

Sep 2021 – present

CALTON & ASSOCIATES, INC.

Jul 2016 – Sep 2021

Saint Charles, MO

VSR ADVISORY SERVICES

Jan 2014 – Jul 2016

SAINT CHARLES, MO

FOCUS FINANCIAL

Aug 2011 – Jan 2014

CLAYTON, MO

MILITELLO WEALTH MANAGEMENT, L.L.C.

Feb 2011 – Jan 2014

CLAYTON, MO

NFP SECURITIES, INC.

Jul 2010 – Dec 2010

ST. LOUIS, MO

MIDWESTERN SECURITIES TRADING CO.,LLC

Jun 2008 – Jun 2010

TRENTON, IL

UVEST FINANCIAL SERVICES GROUP, INC.

Nov 2007 – Jun 2008

EDWARDSVILLE, IL

EDWARD JONES

May 2007 – Oct 2007

COLLINSVILLE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 11, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINERIDGE ADVISORS, LLC

CRD 315100 · SEC 801-121800

AUM

$393M

Regulatory assets under management

Employees

2,072 client accounts

Services offered by PINERIDGE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PINERIDGE ADVISORS, LLC →

Introduction

Speak with Kyle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kyle is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ST. CHARLES?

Browse all registered financial advisors in ST. CHARLES, Missouri or claim this profile if it's yours.

Browse ST. CHARLES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kyle Randall Jones offer?

Kyle Randall Jones specializes in Financial Planning, Investment Management. Contact their office in ST. CHARLES, Missouri for a consultation.

What are Kyle Randall Jones's credentials?

Kyle Randall Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kyle Randall Jones located?

Kyle Randall Jones is based in ST. CHARLES, Missouri, working with PINERIDGE ADVISORS, LLC. Their office serves clients in the ST. CHARLES metropolitan area and surrounding communities.

How does Kyle Randall Jones charge for services?

Kyle Randall Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINERIDGE ADVISORS, LLC?

PINERIDGE ADVISORS, LLC has approximately 10 employees and manages $393M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →