Kyle Patrick Jones
Investment adviser representative at Fourthought Financial Partners, LLC.
12 yearsExperience
1 stateRegistered in
$1.9BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Fourthought Financial Partners, LLC.Jun 2026 to now
- Fourthought Private WealthNov 2025 to now
- Strategic ElementsDec 2022 to Oct 2025
- St. Vincent De Paul Northeast OhioSep 2022 to Dec 2022
- Plus CommunicationsFeb 2020 to Sep 2022
- Ajilon AgencyAug 2019 to Feb 2020
- Close Up FoundationJan 2019 to Aug 2019
- Ncc MediaAug 2018 to Dec 2018
- Citizens Climate LobbyJul 2017 to Dec 2017
- U.S. Senator Rob Portman (r-oh)Jul 2016 to Dec 2016
- The Catholic University of AmericaAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fourthought Financial Partners, LLC.
$1.9BAssets managed
1,002Clients
11Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8262378
- Firm CRD
- 323060