Kimberly J Wade

Employer firm

Mma Securities LLC CRD 44254

10,839 advisory clients

Reported services (Item 5G)

• Pension consulting
• Selection of other advisers
• Educational seminars
• ADVISORY SERVICES TO RETIREMENT PLAN PARTICIPANTS

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

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

Current Employers

Employment History

• 12/2021 → 12/2022
  Argi Financial Group
  Louisville, KY
• 04/2014 → 09/2020
  Valhalla Golf Course
  Louisville, KY
• 08/2023 → 05/2026
  Usi Consulting Group
  Glastonbury, CT
• 08/2023 → 05/2026
  Usi Securities
  Glastonbury, CT
• 10/2020 → 12/2020
  Maxim Crane Works
  Wilder, KY
• 01/2021 → 11/2021
  Full-Time Education
  Cincinnati, OH
• 01/2023 → 05/2023
  Unemployed
  Cincinnati, OH
• 06/2026 → Present
  Mma Securities Llc
  Conshohocken, PA
• 06/2026 → Present
  Marsh Mclennan Agency
  Conshohocken, PA

Previous Registrations

• 2023-08-15 → 2026-05-18
  Usi Securities, Inc.
  Pittsburgh, PA
  Glastonbury, CT
  Pittsburgh, PA
• 2021-12-06 → 2023-01-03
  Cerity Partners Ocio Llc
  Cincinnati, OH
  New York, NY

Other Businesses

The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-02-12
• S65 Uniform Investment Adviser Law Examination
  2021-09-03

Other Names

• Kimberly Jarboe Wade
• Kim Jarboe
• Kimberly Jarboe