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Kyle A. Jones

Osaic Wealth, Inc.

New York, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-22
  • NY RA
    APPROVED
    Since 2026-04-22

Branch Locations

240 West 35Th Street Suite 301, New York, NY 10001 • 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
Neuberger Berman Llc New York NY 09/2010 05/2023
Fidelity Investments Jersey City NJ 05/2023 12/2025
Unemployed Brooklyn NY 01/2026 03/2026
Wall Street Alliance Group New York NY 04/2026 Present
Osaic Wealth, Inc. New York NY 04/2026 Present
  • 09/2010 → 05/2023
    Neuberger Berman Llc
    New York, NY
  • 05/2023 → 12/2025
    Fidelity Investments
    Jersey City, NJ
  • 01/2026 → 03/2026
    Unemployed
    Brooklyn, NY
  • 04/2026 → Present
    Wall Street Alliance Group
    New York, NY
  • 04/2026 → Present
    Osaic Wealth, Inc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-14
  • S66 Uniform Combined State Law Examination
    2010-12-14
Designations
Other Names
  • Kyle August Jones
  • Kyle Jones

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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