Jimmy William Kuhn

Current Employers

Employment History

• 12/2009 → 10/2024
  American Portfolios Financial Services, Inc.
  Smithtown, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2009-12-22 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. GOOD FELLOW OF SUFFOLK COUNTY POSITION: President NATURE: non - profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: PO Box 321, Patchogue NY 11772, United States DESCRIPTION: organizing fundraising events and discussing the mission statement of this non profit 2. MOONJUMPERS - POSITION: board member NATURE: non - profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 33 Walt Whitman Rd, Ste 209E, Huntington Station NY 11746, United States DESCRIPTION: board member helping fundraising 3. PAL POSITION: board member NATURE: non - profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: PO Box 26, Patchogue NY 11980, United States DESCRIPTION: fundraising and participation in board related activities 4. AUBREE WEALTH MANAGEMENT LTD POSITION: owner NATURE: branch DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/04/2025 ADDRESS: 31 Harbor Cir, Centerport NY 11721, United States DESCRIPTION: Advising clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-31
• S63 Uniform Securities Agent State Law Examination
  1999-10-18

Other Names

• Jimmy W Kuhn