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Inactive

Jacob Aaron Kersey

Choreo, LLC

Rockford, IL

Mishawaka, IN

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Current Employers
Choreo, Llc

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-10-31
  • IN RA
    APPROVED
    Since 2022-10-31

Branch Locations

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States

4100 Edison Lakes Parkway Suite 215, Mishawaka, IN 46545 • 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
Martins Supermarkets South Bend IN 06/2014 01/2020
Bethel University Mishawaka IN 08/2016 05/2020
Gull Lake Ministries Hickory Corners MI 06/2017 08/2017
Lake City Bank South Bend IN 05/2018 08/2018
Bethel University Mishawaka IN 08/2018 05/2020
South Bend Regional Chamber South Bend IN 01/2019 05/2019
Rsm Wealth Management, Llc South Bend IN 06/2019 08/2019
Korhorn Financial Group Granger IN 01/2020 04/2020
Korhorn Financial Group, Inc Granger IN 05/2020 10/2022
Kfg Wealth Management Llc Granger IN 05/2020 10/2022
Choreo, Llc South Bend IN 10/2022 Present
  • 06/2014 → 01/2020
    Martins Supermarkets
    South Bend, IN
  • 08/2016 → 05/2020
    Bethel University
    Mishawaka, IN
  • 06/2017 → 08/2017
    Gull Lake Ministries
    Hickory Corners, MI
  • 05/2018 → 08/2018
    Lake City Bank
    South Bend, IN
  • 08/2018 → 05/2020
    Bethel University
    Mishawaka, IN
  • 01/2019 → 05/2019
    South Bend Regional Chamber
    South Bend, IN
  • 06/2019 → 08/2019
    Rsm Wealth Management, Llc
    South Bend, IN
  • 01/2020 → 04/2020
    Korhorn Financial Group
    Granger, IN
  • 05/2020 → 10/2022
    Korhorn Financial Group, Inc
    Granger, IN
  • 05/2020 → 10/2022
    Kfg Wealth Management Llc
    Granger, IN
  • 10/2022 → Present
    Choreo, Llc
    South Bend, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-09
  • S65 Uniform Investment Adviser Law Examination
    2020-09-09
Designations

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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