John Lee Kennedy

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 03/2013 → 06/2025
  Trustfirst, Inc.
  Knoxville, TN
• 07/2019 → 10/2023
  Greensview Wealth Management
  Chicago, IL
• 06/2025 → Present
  Osaic
  Knoxville, TN

Previous Registrations

• 2013-03-11 → 2025-07-16
  Trustfirst
  Knoxville, TN
  Knoxville, TN
• 2019-08-30 → 2023-10-27
  Greensview Wealth Management
  Knoxville, TN
  Franklin, TN
• 2004-03-30 → 2013-03-13
  J.J.B. Hilliard, W.L. Lyons, Llc
  Knoxville, TN
  Knoxville, TN

Other Businesses

1. TRUSTFIRST, INC POSITION: Member NATURE: DBA for securities business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2013 ADDRESS: 5908 Toole Dr, Suite A, Knoxville TN 37919, United States DESCRIPTION: DBA for securities business 2. TRUSTFIRST, LLC. POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/20/2025 ADDRESS: 5908 Toole Dr, Suite A, Knoxville TN 37919, United States DESCRIPTION: This is a LLC for my financial service business. We use accounting and tax purposes. This is also our DBA for securities business. 3. JOHN KENNEDY FIXED INS. POSITION: Insurance Producer NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/02/1982 ADDRESS: 5908 Toole Dr, Suite A, Knoxville TN 37919, United States DESCRIPTION: Sales and service of fixed insurance products.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-05-09

Other Names

• John Lee Kennedy