Advisor at Jameson & Griffin Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jameson & Griffin Financial
Location
Westerville, OH
Credentials
Series 63, Series 65
Industry experience
11 years
Kyle Hickey is a financial advisor at Jameson & Griffin Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Everhart Advisors and Skylight Financial. Hickey is also a licensed insurance agent. Jameson & Griffin Financial is a sole-proprietor registered investment adviser that provides discretionary portfolio management to both non‑high-net-worth and high-net-worth individuals. The firm uses modern portfolio theory and a long-term trading approach, managing accounts primarily with mutual funds, equities, and ETFs.
1.00% annually
Westerville, OH
Ohio
Hickey, Kyle dba Jameson & Griffin Financial
2024 - Present (2 years)
Private Client Services, LLC dba Jameson & Griffin Financial
2023 - 2024 (1 year)
Skylight Financial
2021 - 2023 (2 years)
Vorisek Financial
2020 - 2021 (1 year)
Wealthstone
2020 - 2020 (1 year)
Everhart Advisors
2013 - 2020 (7 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, ChFC®, Series 65, CLU®
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