Kyle R. Jones

FYRA CAPITAL MANAGEMENT

ST CHARLES, MO 63303

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CRD#: 5247387

Professional summary

Kyle Randall Jones is a registered financial advisor currently at FYRA CAPITAL MANAGEMENT located in St Charles, Missouri and AE FINANCIAL SERVICES, LLC located in Saint Charles, Missouri.

Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Kyle has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) FYRA LLC;YES INVESTMENT RELATED;1520 5TH STREET,SUITE 300,SAINT CHARLES,MO 63303;FINANCIAL PLANNING SERVICES;MANAGING MEMBER/FINANCIAL ADVISOR;START DATE 11/2018;APPROX 10 HRS/MONTH;APPROX 10 HRS/MONTH DURING TRADING;BILLS,TAX RETURNS. 2.) FYRA LLC DBA FYRA CAPITAL MANAGEMENT; YES INVESTMENT RELATED; 11433 OLDE CABIN ROAD, 3RD FLOOR, SAINT LOUIS, MO 63141; INSURANCE SALES; MANAGING MEMBER; START DATE: 07/2019; APPROX 4 HRS/MONTH; APPROX 2 HOURS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES 3.) EQUITAS ACCOUNTING, LLC; INVESTMENT RELATED: NO; 1520 S 5TH STREET, STE 300, ST. CHARLES, MO 63303; NATURE: TAX PREPARATION & TAX RELATED ACCOUNTING; MANAGING MEMBER; START DATE: 01/2022; APPROX 10 HRS/MONTH; APPROX 10 HRS/MONTH DURING TRADING. 4.) PINERIDGE ADVISORS, LLC DBA FYRA CAPITAL MANAGEMENT POSITION: CCO & INVESTMENT ADVISOR REPRESENTATIVE NATURE: RIA - Provide financial advisory services to clients. Manage portfolio models and compliance of the RIA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2019 ADDRESS: 1520 SOUTH 5TH STREET, SUITE 300, SAINT CHARLES MO 63303, United States DESCRIPTION: Currently serving as CCO, 47.50% Owner, Act as Portfolio Manager and IAR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Randall Jones's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 3, 2021 - Present

FYRA CAPITAL MANAGEMENT

Office #1: 1520 S. 5th Street Suite 300, St Charles, MO 63303

RIA

CRD#: 315100

ST CHARLES, MO

Current

September 1, 2021 - Present

AE FINANCIAL SERVICES, LLC

Office #1: 1520 S 5th Street Ste 300, Saint Charles, MO 63303Office #2: 12444 Powerscourt Drive Suite 235, St. Louis, MO 63131

CRD#: 298608

Saint Charles, MO

Past

July 8, 2016 - September 1, 2021

CALTON & ASSOCIATES, INC.

RIA

CRD#: 20999

Saint Charles, MO

Past

July 8, 2016 - September 1, 2021

CALTON & ASSOCIATES, INC.

CRD#: 20999

Saint Charles, MO

Past

January 30, 2014 - July 8, 2016

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

SAINT CHARLES, MO

Past

January 30, 2014 - July 8, 2016

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

SAINT CHARLES, MO

Past

August 15, 2011 - January 24, 2014

FOCUS FINANCIAL

RIA

CRD#: 116140

CLAYTON, MO

Past

March 7, 2011 - January 28, 2014

OSAIC WEALTH, INC.

CRD#: 23131

CLAYTON, MO

Past

February 18, 2011 - January 30, 2014

MILITELLO WEALTH MANAGEMENT, L.L.C.

RIA

CRD#: 135379

CLAYTON, MO

Past

July 16, 2010 - December 7, 2010

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

ST. LOUIS, MO

Past

July 16, 2010 - December 7, 2010

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

ST. LOUIS, MO

Past

June 6, 2008 - June 30, 2010

MIDWESTERN SECURITIES TRADING COMPANY, LLC

RIA

CRD#: 101080

TRENTON, IL

Past

June 6, 2008 - June 30, 2010

MIDWESTERN SECURITIES TRADING COMPANY, LLC

CRD#: 101080

TRENTON, IL

Past

November 8, 2007 - June 13, 2008

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

EDWARDSVILLE, IL

Past

November 8, 2007 - June 13, 2008

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

EDWARDSVILLE, IL

Past

May 11, 2007 - October 16, 2007

EDWARD JONES

RIA

CRD#: 250

COLLINSVILLE, IL

Past

March 8, 2007 - October 16, 2007

EDWARD JONES

CRD#: 250

COLLINSVILLE, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FYRA CAPITAL MANAGEMENT

FYRA CAPITAL MANAGEMENT | PINERIDGE ADVISORS, LLC | HEISE ADVISORY GROUP | FYRA CAPITAL MANAGEMENT, LLC

CRD#: 315100 / SEC#: 801-121800

RIA

Registered Investment Advisory firm - (7/19/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(9/1/2021)

Florida
(9/1/2021)

Illinois
(9/1/2021)

IAR

Illinois
(3/14/2024)

Kansas
(9/1/2021)

Kentucky
(9/1/2021)

Missouri
(9/1/2021)

IAR

Missouri
(9/3/2021)

North Carolina
(9/1/2021)

Tennessee
(9/1/2021)

Texas
(9/1/2021)

IAR

Texas
(9/7/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/28/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/7/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FYRA CAPITAL MANAGEMENT

FYRA CAPITAL MANAGEMENT | PINERIDGE ADVISORS, LLC | HEISE ADVISORY GROUP | FYRA CAPITAL MANAGEMENT, LLC

CRD#: 315100 / SEC#: 801-121800

RIA

Registered Investment Advisory firm - (7/19/2021 Approved)

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Contact information

Main Address

1520 South 5th Street Suite 300, St. Charles, MO 63303

Mailing Address

Phone number

(636) 573-1212

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/26/2025)

WRAP BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	2,214
AUM (Assets Under Management)	$ 436,817,116

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kyle R. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Randall Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE FINANCIAL SERVICES, LLC

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

FOCUS FINANCIAL

OSAIC WEALTH, INC.

MILITELLO WEALTH MANAGEMENT, L.L.C.

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MIDWESTERN SECURITIES TRADING COMPANY, LLC

MIDWESTERN SECURITIES TRADING COMPANY, LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

FYRA CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 4/28/2007

SIE

Date: 10/1/2018

Series 7

Date: 3/7/2007

FINRA

Current Firm

FYRA CAPITAL MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FYRA CAPITAL MANAGEMENT

TRUST BUT VERIFY

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