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RIA / WealthAdvisorCertified Financial Planner17 years in industry

KYLE WILLIAM JONES

Advisor at COOPER MCMANUS

IRVINE, CA | Culver City, CA

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Search this name across graphsid dfx:ria:b2e1daa4-d970-7413-01ef-b976286e42f1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 20, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COOPER MCMANUS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 17, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 17, 2009
First registration: Jul 20, 2009
Dual registered: no
Other names: KYLE W JONES
IAPD individual key: 5667904

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COOPER MCMANUS	Independent wealth	Apr 4, 2022	n/a	yes	Culver City, CA\|IRVINE, CA	Current employment
FORTRESS WEALTH MANAGEMENT, INC.	Former SEC adviser	May 8, 2020	Apr 13, 2022	no	CULVER CITY, CA	Previous registration
AEQUITAS WEALTH MANAGEMENT, LLC	Former SEC adviser	Oct 23, 2018	Apr 8, 2020	no	Los Angeles, CA\|LOS ANGELES, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 19, 2012	Sep 14, 2018	no	LOS ANGELES, CA\|LOS ANGELES, CA	Previous registration
EDWARD JONES	National bd RIA	Jul 20, 2009	Dec 20, 2012	no	ST LOUIS, MO\|Los Angeles, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FORTRESS WEALTH MANAGEMENT, INC.	COOPER MCMANUS	Apr 13, 2022	Apr 4, 2022	-9	Firm change	RIA to RIA
AEQUITAS WEALTH MANAGEMENT, LLC	FORTRESS WEALTH MANAGEMENT, INC.	Apr 8, 2020	May 8, 2020	30	Firm change	RIA to RIA
LPL FINANCIAL LLC	AEQUITAS WEALTH MANAGEMENT, LLC	Sep 14, 2018	Oct 23, 2018	39	Firm change	RIA to RIA
EDWARD JONES	LPL FINANCIAL LLC	Dec 20, 2012	Dec 19, 2012	-1	Firm change	Other

Relationships

Registered with (5)

→ COOPER MCMANUSRegistered adviserregistration: current employment
Apr 4, 2022 to presentfactForm ADV
→ FORTRESS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
May 8, 2020 to Apr 13, 2022factForm ADV
→ AEQUITAS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 23, 2018 to Apr 8, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 19, 2012 to Sep 14, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jul 20, 2009 to Dec 20, 2012factForm ADV

Dated events

Occurred
Apr 13, 2022
Advisor changed firm
Kyle William Jones left Fortress Wealth Management, Inc. for Cooper Mcmanus (registered 2022-04-04)
Form ADVobserved 3 days ago