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Kyle Patrick Jones

Investment Adviser Representative at Fourthought Financial Partners, LLC.

Venice, FLCRD #8262378Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kyle Patrick Jones is an investment adviser representative with Fourthought Financial Partners, LLC. in Venice, FL, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.

Office

310 W. Venice Avenue, Suite 201
Venice, FL 34285

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/13/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Fourthought Financial Partners, LLC.Current
6/9/2026 – Venice, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. FourThought Private Wealth
    Nov 2025 – no end date reportedVenice, FL
  2. Strategic Elements
    Dec 2022 – Oct 2025Des Moines, IA
  3. PLUS Communications
    Feb 2020 – Sep 2022Arlington, VA
  4. Close Up Foundation
    Jan 2019 – Aug 2019Washington, DC
  5. NCC Media
    Aug 2018 – Dec 2018Bethesda, MD
  6. Citizens Climate Lobby
    Jul 2017 – Dec 2017Washington, DC
  7. U.S. Senator Rob Portman (R-OH)
    Jul 2016 – Dec 2016Washington, DC
  8. St. Vincent de Paul Northeast Ohio
    Sep 2022 – Dec 2022Warren, OH
  9. Ajilon Agency
    Aug 2019 – Feb 2020Washington, DC
  10. The Catholic University of America
    Aug 2014 – Jun 2018Washington, DC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Fourthought Financial Partners, LLC.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other
Firm account minimum
$250,000 (waivable)
Estimated blended rate
0.0095
Firm's annual rate schedule by assets
  • First $1,000,0000.95%
  • $1,000,000 to $2,500,0000.85%
  • $2,500,000 to $5,000,0000.65%
  • $5,000,000 to $10,000,0000.55%

+4 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10
Offices listed on AdvisorFinder:
1
Main office:
Venice, FL
SEC file number:
801-126759

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 2, 2026

View full firm profile

Other advisors at Fourthought Financial Partners, LLC.

9 other advisors in the directory

View Fourthought Financial Partners, LLC. firm profile

Similar advisors in Venice, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Patrick Jones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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