Kyle Allan Jones

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 02/2020
  Airrosti
  San Antonio, TX
• 10/2016 → 09/2017
  Chiropractic Auto Injury Clinic
  Portland, OR
• 10/2013 → 10/2016
  University Of Western States
  Portland, OR
• 03/2020 → 02/2026
  Fisher Investments
  Plano, TX
• 03/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2020-05-11 → 2026-02-17
  Fisher Investments
  Plano, TX
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-11