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Advisors / Kansas / Overland Park
11yrs

Kyle Jones

Financial advisor at Onedigital

Kyle Jones has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Overland Park, Kansas. Kyle has been with Onedigital since 2023; before that, Kyle spent four years at Huntington Financial Advisors and a year at Fidelity Personal and Workplace Advisors. Onedigital offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.

Overland Park, KS 66210Fiduciary advisor
Call the officeDirections

At a glance

Experience11 years (since 2015)
How that compares ?11 years in the industry
Office11101 Switzer Road Suite 200, Overland Park, KS 66210
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.19 million
Advisors at the firm389
States licensed ?1 state

Services through Onedigital

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
    OnedigitalCurrent firm
  2. 2019 – 2023
  3. Jul 2018 – Feb 2019
    Fidelity Personal and Workplace AdvisorsPreviously
  4. Jan 2017 – Jul 2018

Questions to ask Kyle

Tailored to Kyle’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Kyle

How do I contact Kyle?

Call Onedigital at (877) 742-2021 and ask for Kyle Jones. Kyle works from the Overland Park, KS office.

How long has Kyle been a financial advisor?

Kyle has been in the industry since 2015, about 11 years. 11 years in the industry.

What licenses does Kyle hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Kyle a fiduciary?

Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Kyle paid?

Onedigital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Kyle for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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