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KJ

Kyle R. Jones

FYRA CAPITAL MANAGEMENT
ST CHARLES, MO 63303
Some features on this profile are disabled
CRD#: 5247387
KJ

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.
The advisor shows no other business activity.

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
BD
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.

BD
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.

BD
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.

BD
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

BD
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

BD
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.

BD
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

BD
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".
FC
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.
RR
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

RR
Colorado
(9/1/2021)
RR
Florida
(9/1/2021)
RR
Illinois
(9/1/2021)
IAR
Illinois
(3/14/2024)
RR
Kansas
(9/1/2021)
RR
Kentucky
(9/1/2021)
RR
Missouri
(9/1/2021)
IAR
Missouri
(9/3/2021)
RR
North Carolina
(9/1/2021)
RR
Tennessee
(9/1/2021)
RR
Texas
(9/1/2021)
IAR
Texas
(9/7/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/28/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/7/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FC
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
10

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,214
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.

Company Information

FYRA CAPITAL MANAGEMENT

CRD#: 315100St Charles, MO 63303

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