Jerald Michael Kennedy

Current Employers

Adviser Alliance, Llc

Boardman, OH • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2018-05-18

OH RA
APPROVED

Since 2018-05-18

Branch Locations

Commercial Point, OH • United States

Boardman, OH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
J Kennedy Financial, Llc	Commercial Point	OH	06/2005	Present
Coppell Advisory Solutions, Llc Dba Fusion Capital Management	Commercial Point	OH	01/2014	05/2018
Summit Wealth Partners, Llc	Commercial Point	OH	01/2017	05/2018
Adviser Alliance, Llc	Boardman	OH	05/2018	Present

06/2005 → Present

J Kennedy Financial, Llc

Commercial Point, OH
01/2014 → 05/2018

Coppell Advisory Solutions, Llc Dba Fusion Capital Management

Commercial Point, OH
01/2017 → 05/2018

Summit Wealth Partners, Llc

Commercial Point, OH
05/2018 → Present

Adviser Alliance, Llc

Boardman, OH

Previous Registrations

2017-01-03 → 2018-06-11

Summit Wealth Partners, Llc

Commercial Point, OH

Orlando, FL
2014-01-02 → 2018-06-07

Coppell Advisory Solutions Llc

Commercial Point, OH
2013-02-25 → 2013-12-02

Aptus Capital Management

Lewis Center, OH

Other Businesses

J KENNEDY FINANCIAL, LLC, COMMERCIAL POINT, OH; INVESTMENT RELATED; SALES OF FIXED (NON-SECURITIES) INSURANCE AND ANNUITIES FROM VARIOUS COMPANIES; MANAGING MEMBER/INSURANCE AGENT, 2005-PRESENT; APPROXIMATELY 110 HRS/MONTH DURING SECURITIES TRADING HOURS