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KH

Kyle J. Hickey

JAMESON & GRIFFIN FINANCIAL
WESTERVILLE, OH
Some features on this profile are disabled
CRD#: 6229797
KH

Professional summary

Kyle James Hickey, who also goes by Kyle J Hickey, is a registered financial advisor currently at JAMESON & GRIFFIN FINANCIAL located in Westerville, Ohio.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kyle has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kyle J Hickey

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 James Hickey's 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

January 9, 2025 - Present

JAMESON & GRIFFIN FINANCIAL

RIA
CRD#: 331653
WESTERVILLE, OH
Past

October 24, 2024 - December 31, 2024

JAMESON & GRIFFIN FINANCIAL

RIA
CRD#: 331653
WESTERVILLE, OH
Past

March 17, 2023 - November 11, 2024

PRIVATE CLIENT SERVICES, LLC

RIA
CRD#: 120222
Westerville, OH
Past

March 17, 2023 - November 11, 2024

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
Westerville, OH
Past

November 18, 2021 - March 17, 2023

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
DUBLIN, OH
Past

November 17, 2021 - March 17, 2023

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
DUBLIN, OH
Past

November 2, 2020 - October 15, 2021

FSC SECURITIES CORPORATION

BD
CRD#: 7461
WORTHINGTON, OH
Past

October 30, 2020 - October 15, 2021

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
WORTHINGTON, OH
Past

October 24, 2016 - April 20, 2020

EVERHART ADVISORS

RIA
CRD#: 107091
DUBLIN, OH
Past

January 15, 2016 - November 7, 2019

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
DUBLIN, OH
Past

July 17, 2014 - December 28, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
DUBLIN, OH

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.

Highlighted states indicate IAR registrations

IAR
Ohio
(1/9/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/1/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/15/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/18/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/17/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

J&
JAMESON & GRIFFIN FINANCIAL
HICKEY, KYLE | JAMESON AND GRIFFIN FINANCIAL | JAMESON & GRIFFIN FINANCIAL

CRD#: 331653 / SEC#:

Ohio
Registered Investment Advisory firm - (1/9/2025 Approved)
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Contact information

Main Address
Westerville, OH
Mailing Address
Phone number
(614) 602-7452
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts86
AUM (Assets Under Management)$ 21,000,000

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

JAMESON & GRIFFIN FINANCIAL

CRD#: 331653Westerville, OH

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