J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
3yrs
Kyle Benner has worked in the financial industry for 3 years and is a financial advisor based in San Francisco, California. After a year at Ensemble Capital Management, Kyle joined Corient in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Kyle holds the CFP® designation.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office555 Mission St, Suite 3325, San Francisco, CA 94105
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Nov 2024 – nowCorientCurrent firm
- Jun 2023 – Nov 2024Ensemble Capital Management, LLCPreviously
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 Corient at (305) 735-2020 and ask for Kyle Benner. Kyle works from the San Francisco, CA office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Kyle hold?
No exams are listed on the official record.
Is Kyle a fiduciary?
Kyle is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Kyle paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, 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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