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Jeffery Kernodle

Farther

San Francisco, CA

Thompsons Station, TN

CRD 2948482

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2023-12-04
TN RA APPROVED 2023-10-23
TX RA APPROVED 2023-10-20
  • AR RA
    APPROVED
    Since 2023-12-04
  • TN RA
    APPROVED
    Since 2023-10-23
  • TX RA
    APPROVED
    Since 2023-10-20

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

Thompsons Station, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kernodle & Katon Asset Management Group, Llc Searcy AR 08/2009 08/2017
United Capital Financial Advisers, Llc Franklin TN 08/2017 07/2019
Goldman Sachs Personal Financial Management Brentwood TN 07/2019 10/2023
Farther Finance Advisors Thompsons Station TN 10/2023 Present
  • 08/2009 → 08/2017
    Kernodle & Katon Asset Management Group, Llc
    Searcy, AR
  • 08/2017 → 07/2019
    United Capital Financial Advisers, Llc
    Franklin, TN
  • 07/2019 → 10/2023
    Goldman Sachs Personal Financial Management
    Brentwood, TN
  • 10/2023 → Present
    Farther Finance Advisors
    Thompsons Station, TN
Previous Registrations
Other Businesses

I AM AN INSURANCE AGENT LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH UNITED CAPITAL RISK MANAGEMENT. I MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-27
S63 Uniform Securities Agent State Law Examination 1997-10-29
  • S65 Uniform Investment Adviser Law Examination
    2005-12-27
  • S63 Uniform Securities Agent State Law Examination
    1997-10-29
Other Names
  • Jeff Kernodle
  • Jeffery Lynn Kernodle

View on SEC IAPD

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