Jeffry Michael Kennat

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2014 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Strongsville, OH
• 11/2020 → 06/2024
  Securities America Advisors, Inc.
  Strongsville, OH
• 11/2020 → 11/2024
  Arbor Point Advisors
  Strongsville, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Strongsville, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Strongsville, OH
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2020-11-09 → 2024-11-08
  Arbor Point Advisors
  Strongsville, OH
• 2020-11-06 → 2024-06-14
  Securities America Advisors, Inc.
  Strongsville, OH
• 2014-12-02 → 2020-11-06
  Kms Financial Services, Inc.
  Strongsville, OH
  Seattle, WA
  Seattle, WA
• 2012-05-08 → 2014-12-16
  Ameriprise Financial Services, Llc
  Akron, OH
• 2010-07-23 → 2012-07-27
  Centrust Wealth Management, Inc.
  Akron, OH

Other Businesses

***JEFFRY KENNAT POSITION: TAX PREPARER NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1993 ADDRESS: 19227 BLUE POINT DR, STRONGSVILLE OH 44136, United States DESCRIPTION: I PREPARE TAX RETURNS DURING INCOME TAX SEASON ***JEFFRY KENNAT POSITION: MUSICIAN NATURE: Music performance INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1981 ADDRESS: 19227 BLUE POINT DR, STRONGSVILLE OH 44136, United States DESCRIPTION: I PLAY DRUMS IN A BAND FOR HIRE ***SECURITIES AMERICA ADVISORS POSITION: INVESTMENT MANAGER NATURE: INVESTMENT MANAGEMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 90 START DATE: 11/07/2020 ADDRESS: 19227 BLUE POINT DR, STRONGSVILLE OH 44136, United States DESCRIPTION: ADVISORY- Securities America Advisors ***JEFFRY KENNAT POSITION: insurance agent NATURE: Fixed annuity and life insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/1994 ADDRESS: 19227 BLUE POINT DR, STRONGSVILLE OH 44136, United States DESCRIPTION: Insurance sales ***MIBRAN CORP POSITION: OWNER NATURE: MIBRAN CORP 100 OFFICER/DIRECTOR INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 19227 BLUE POINT DR, STRONGSVILLE OH 44136, United States DESCRIPTION: THIS IS AN S-CORP CREATED TO ASSIGN SELF EMPLOYMENT INCOME FROM KMS TO MIBRAN CORP SO THAT I COULD REPORT INCOME TO MYSELF ON A W-2. ***ADVISORY - ARBOR POINT ADVISORS POSITION: INVESTMENT MANAGER NATURE: Advisory - Arbor Point Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2020 ADDRESS: 19227 BLUE POINT DR, STRONGSVILLE OH 44136, United States DESCRIPTION: Advisory - Arbor Point Advisors

Exams

• S66 Uniform Combined State Law Examination
  2010-06-30
• S65 Uniform Investment Adviser Law Examination
  2003-01-10
• S63 Uniform Securities Agent State Law Examination
  1996-10-28

Designations

• Certified Financial Planner