Atlas Wealth Management
47yrs
Top advisor by experience in Cave Creek
4yrs
Kyle Stringer is a fiduciary financial advisor in Cave Creek, Arizona, with 4 years in the industry. Kyle joined J.P. Morgan Securities in 2023, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 31 advisors with offices in Cave Creek, and one of 28 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office5355 E Carefree Hwy Building F, Cave Creek, AZ 85331
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kyle
How do I contact Kyle?
Call J.P. Morgan Securities at 800-999-2000 and ask for Kyle Stringer. Kyle works from the Cave Creek, AZ office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2022, about 4 years. 4 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?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. 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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