Kyle W. Jones
Principal
Aequitas Wealth Management
ASSETS UNDER MANAGEMENT: $30 million
In 2018, Kyle Jones joined Aequitas Wealth Management as its youngest full partner. His specialty is working with families of all kinds, and with four children of his own including twins, financial planning around home ownership, education, and retirement forms the centerpiece. Jones holds the CFP (Certified Financial Planner) credential, considered the gold standard in the financial planning profession. He also holds the AAMS (Accredited Asset Management Specialist) and ADPA (Accredited Domestic Partnership Advisor) designations and is a certified mediator through the LA County Bar Association.
At Aequitas Wealth Management, Jones leads the firm’s marketing and business development strategy. Jones has twice served as Vice Chair/CFO of the Culver City Chamber of Commerce and as Chair for four years of the Culver City Landlord Tenant Mediation Board, conducting conducted 18 successful mediations for the City.
