Matthew Ryan Kennett

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-08-21
SC	RA	APPROVED	2021-09-15

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Jackson National Life Distributors	Franklin	TN	12/2010	12/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hilton Head Island	SC	07/2021	Present
Unemployed	Charleston	SC	01/2021	06/2021
Bank Of America, N.A.	Hilton Head Island	SC	09/2021	Present

12/2010 → 12/2020

Jackson National Life Distributors

Franklin, TN
07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hilton Head Island, SC
01/2021 → 06/2021

Unemployed

Charleston, SC
09/2021 → Present

Bank Of America, N.A.

Hilton Head Island, SC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-13
S63	Uniform Securities Agent State Law Examination	2006-06-15

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