Jason Michael Kendall

Current Employers

Employment History

• 12/2008 → 11/2017
  Sii Investments
  Kokomo, IN
• 11/2017 → 01/2024
  Woodbury Financial Services Inc
  Kokomo, IN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Kokomo, IN

Previous Registrations

• 2017-11-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Kokomo, IN
• 2009-01-02 → 2017-11-15
  Sii Investments, Inc.
  Kokomo, IN

Other Businesses

1. NATIONAL GREENTOWN GLASS ASSOCIATION POSITION: President NATURE: 501(c)3 Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: PO Box 107, Greentown IN 46936, United States DESCRIPTION: Board of Directors since 2013 and President since 2015. Responsible as president and working with the board to facilitate organizational objectives. 2. POWER OF ATTORNEY POSITION: POA NATURE: Power of Attorney INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2017 ADDRESS: 2575 Sheridan Rd, Noblesville IN 46062, United States DESCRIPTION: Serve as power of attorney for my father's affairs. He had a stroke in December 2016, and although he is capable of handling most of his affairs, we created the POA so I can assist in some things and, more importantly, could act if his health or mental capacity were to decline further. This also includes the business operations of MKS Farms, which is made of 77 tillable acres that were left, in part, to Jerry from his mother's trust. 3. SFS WEALTH MANAGEMENT POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/15/2017 ADDRESS: 521 E Lincoln Road, Kokomo IN 46902, United States DESCRIPTION: Fixed Insurance Products 4. GLASSBUFFALO POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2019 ADDRESS: 6519 E 300 N, Kokomo IN 46901, United States DESCRIPTION: Sell antique glassware on Etsy, eBay, or other online selling site. 5. GREENTOWN LIONS CLUB POSITION: Chairman of Fair Security Committee NATURE: Non Profit 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: PO Box 18, Greentown IN 46936, United States DESCRIPTION: Work during the annual Howard County Fair and with local law enforcement to ensure the general overall safety of the event. Schedule other volunteers for fair week shifts. Assist in the enforcement of rules and guidelines set forth by the Fair Chairman or Fair Board. 6. ASH BROKERAGE AND ZENITH MARKETING POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2009 ADDRESS: 521 E Lincoln Rd, Kokomo IN 46902, United States DESCRIPTION: Fixed insurance products (including medicare supplements, life insurance, long term care, and disability) have been requested, submitted, and serviced through the brokerage firms. 7. GLASS BUFFALO PROPERTIES, LLC POSITION: Sole Member NATURE: Ownership of a small commercial building in Greentown, Indiana. The commercial building is a small retail space and individual rooms will be rented out to various small businesses, artisans, antique dealers, etc., who will operate out of the building. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2026 ADDRESS: 6519 E 300 N, Kokomo IN 46901, United States DESCRIPTION: Run, maintain, and rent out the spaces in the building.

Exams

• S66 Uniform Combined State Law Examination
  2008-12-23

Designations