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Kyle Patrick Jones

Fourthought Financial Partners, LLC.

Venice, FL

CRD 8262378

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Employer firm

Fourthought Financial Partners, LLC. CRD 323060

$1.93B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • CREDIT AND CASH MANAGEMENT AND INSURANCE SOLUTIONS.

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

Current Employers
Fourthought Financial Partners, Llc.

310 W. Venice Avenue Suite 201, Venice, FL 34285 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-09
  • FL RA
    APPROVED
    Since 2026-06-09

Branch Locations

310 W. Venice Avenue Suite 201, Venice, FL 34285 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fourthought Private Wealth Venice FL 11/2025 Present
Strategic Elements Des Moines IA 12/2022 10/2025
Plus Communications Arlington VA 02/2020 09/2022
Close Up Foundation Washington DC 01/2019 08/2019
Ncc Media Bethesda MD 08/2018 12/2018
Citizens Climate Lobby Washington DC 07/2017 12/2017
U.S. Senator Rob Portman (R-Oh) Washington DC 07/2016 12/2016
St. Vincent De Paul Northeast Ohio Warren OH 09/2022 12/2022
Ajilon Agency Washington DC 08/2019 02/2020
The Catholic University Of America Washington DC 08/2014 06/2018
  • 11/2025 → Present
    Fourthought Private Wealth
    Venice, FL
  • 12/2022 → 10/2025
    Strategic Elements
    Des Moines, IA
  • 02/2020 → 09/2022
    Plus Communications
    Arlington, VA
  • 01/2019 → 08/2019
    Close Up Foundation
    Washington, DC
  • 08/2018 → 12/2018
    Ncc Media
    Bethesda, MD
  • 07/2017 → 12/2017
    Citizens Climate Lobby
    Washington, DC
  • 07/2016 → 12/2016
    U.S. Senator Rob Portman (R-Oh)
    Washington, DC
  • 09/2022 → 12/2022
    St. Vincent De Paul Northeast Ohio
    Warren, OH
  • 08/2019 → 02/2020
    Ajilon Agency
    Washington, DC
  • 08/2014 → 06/2018
    The Catholic University Of America
    Washington, DC
Other Businesses

Musician for Lutheran Church, Emmanuel Lutheran Church, $500/monthly compensation, Venice, FL, non investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-13
  • S65 Uniform Investment Adviser Law Examination
    2026-05-13

View on SEC IAPD

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