Jared D Kenney

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 04/2017
  Fsc Securities Corp
  Atlanta, GA
• 03/2017 → 10/2022
  Oak Harvest Investment Services
  Houston, TX
• 11/2022 → 10/2023
  Avidian Wealth Solutions, Llc
  Houston, TX
• 10/2023 → 09/2024
  Raymond James Financial Services Advisors, Inc.
  Sugar Land, TX
• 10/2023 → Present
  The Noble Group
  Sugar Land, TX
• 10/2023 → 09/2024
  Raymond James Financial Services, Inc.
  Sugar Land, TX
• 09/2024 → Present
  Lpl Financial
  Sugar Land, TX

Previous Registrations

• 2023-10-09 → 2024-10-04
  Raymond James Financial Services Advisors, Inc
  Sugar Land, TX
• 2022-11-04 → 2023-10-10
  Avidian Wealth Solutions
  Houston, TX
• 2018-01-12 → 2022-12-07
  Oak Harvest Investment Services
  Houston, TX
• 2017-04-13 → 2017-12-31
  Oak Harvest Investment Services
  Houston, TX
• 2015-12-11 → 2017-04-13
  Fsc Securities Corporation
  Houston, TX
  Sugar Land, TX
  Alpharetta, GA
• 2012-02-02 → 2015-12-15
  Next Financial Group, Inc.
  Sugarland, TX

Other Businesses

1.09/30/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name The Noble Group; Investment Related; at Reported Business Location(s); Start Date 10/09/2023; 130hrs/mth; 6.5hrs during trading 2.09/30/2024; Wild Aggie Studios LLC, DBA Hotworx Sugar Land; Business Owner; Not Investment Related; Sugar Land, TX; Start Date 05/29/2020; 10hrs/mth 3.09/30/2024; EMAW MANAGEMENT, INC.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; Sugar Land, TX; Start Date 09/10/2019; 2hrs/mth 4.09/30/2024; EMAW HOLDINGS, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; Sugar Land, TX; Start Date 10/14/2019; 130hrs/mth; 6.5hrs during trading 5.09/30/2024; Little Apple Ventures, LP; Business Entity For Tax/Investment Purposes Only; Not Investment Related; Sugar Land, TX; Start Date 05/29/2020; 1hrs/mth 6.09/30/2024; BTHO Management, Inc; Business Entity For Tax/Investment Purposes Only; Not Investment Related; Sugar Land, TX; Start Date 05/29/2020; 1hrs/mth 7.09/30/2024; JCKR Ventures, LP; Business Entity For Tax/Investment Purposes Only; Not Investment Related; Sugar Land, TX; Start Date 09/10/2019; 1hrs/mth 8.09/30/2024; Wild Aggie Studios LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; Sugar Land, TX; Start Date 05/29/2020; 10hrs/mth 9.07/18/2025; Advisors Resource Company LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/15/2025; 10hrs/mth; 1hrs during trading 10.05/18/2026; Lucky Shot Golf Apparel; Business Owner; Not Investment Related; Sugar Land, TX; Start Date 04/09/2026; 10hrs/mth; 5hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-05-31
• S66 Uniform Combined State Law Examination
  2009-07-23

Designations

• Chartered Financial Consultant