John Kennedy Kelly

Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 03/1997 → 02/2026
  Lifemark Securities Corp.
  Rochester, NY
• 11/1996 → Present
  Independent Insurance Agent
  Phoenix, AZ
• 10/1998 → Present
  Integrated Financial Group, Inc.
  Phoenix, AZ
• 10/2008 → 11/2025
  Ojm Group
  Phoenix, AZ
• 11/2025 → Present
  Arkadios Wealth Advisors
  Atlanta, GA
• 02/2026 → Present
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2008-12-04 → 2025-12-02
  Ojm Group, Llc
  Phoenix, AZ

Other Businesses

1. INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, 5110 N.40th STREET, SUITE 242, PHOENIX, AZ 85018, INSURANCE SALES & SERVICE, INSURANCE AGENT, START NOVEMBER 1996, 64 HRS/MO & O HRS/MO DURING TRADING HRS, DUTIES INCLUDE MEETING WITH CLIENTS, PREPARING PROPOSALS, COMPLETING APPLICATIONS, DELIVERING POLICIES. 2.INTEGRATED FINANCIAL GROUP, INC., NOT INVESTMENT RELATED, 5110 N.40th STREET, SUITE 242, PHOENIX, AZ 85018 NATURE OF BUSINESS IS CONSULTING,TITLE IS MANAGING DIRECTOR,START DATE WAS OCTOBER 1998,TIME SPENT IS APPROXIMATELY 32 HRS/MO & 0 HRS/MO DURING TRADING HRS,DUTIES INCLUDE CONSULTING WITH CLIENTS AND BUSINESS OWNERS, also do exit strategy planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-05
• S63 Uniform Securities Agent State Law Examination
  1995-02-07