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Detailed Report
Kyle Jones
KYLE JOSEPH JONES
CRD#: 6506403
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Investment Adviser
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Previous Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 Independence, KY
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2019 - 2023 (4 years)IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2023 - Present (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2015 - 2019 (3 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2019 (<1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2017 - 2018 (1 year)
Disclosure(s)
View By:
2/8/2017
Customer Dispute
Denied
License(s)

State Registrations

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Kentucky 8/16/2023
Current Registration(s)
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ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
Independence, KY
Registered with this firm since 8/16/2023
Previous Registration(s)
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 04/02/2019 - 07/06/2023 HUNTINGTON FINANCIAL ADVISORS (CRD#:16986) CINCINNATI, OH
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 03/28/2019 - 07/06/2023 THE HUNTINGTON INVESTMENT COMPANY (CRD#:16986) CINCINNATI, OH
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 07/13/2018 - 02/14/2019 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) BOSTON, MA
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 07/02/2015 - 02/13/2019 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) COVINGTON, KY
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 01/04/2017 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) COVINGTON, KY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.