Kyle A. Xhilone
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kyle A Xhilone was a registered financial professional .
Kyle is a previously registered financial professional and started their career in finance in 2008. Kyle had worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 15, 2014 - June 28, 2016
JFG FAMILY OFFICE
April 4, 2013 - December 31, 2013
CAPITAL INVESTMENT MANAGEMENT
January 18, 2013 - December 20, 2013
FIRST ALLIED SECURITIES, INC.
May 22, 2008 - January 14, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 15, 2008 - January 14, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
JFG FAMILY OFFICE
CRD#: 125101 / SEC#: 801-79223
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
JFG FAMILY OFFICE
CRD#: 125101 / SEC#: 801-79223
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 861 |
| AUM (Assets Under Management) | $ 2,745,499,208 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/13/2025 | ||
| 12/09/2024 | ||
| 02/28/2024 |
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.
