Ryan Patrick Kessler

Current Employers

Employment History

• 01/2014 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 01/2014 → Present
  Jkj Financial Services
  Newtown, PA
• 01/2014 → Present
  Jkj Financial Services
  Newtown, PA
• 11/2024 → Present
  Lri Investments, Llc
  Palm Beach Gardens, FL

Other Businesses

1) JKJ FINANCIAL SERVICES; 109 Pheasant Run, Newtown, PA 18940; Insurance Services; Investment-related; Director, Insurance Services; Client services, underwriting, and case design life insurance activities, also provide client services for investment/M Wealth block of business; 1/27/2014; 160 hours per month; 160 hours per month during trading hours. 2) M Holdings Securities, Inc; investment-related; 1125 NW Couch St. Portland OR 97209; Broker/Dealer services; Registered Representative; 01/27/2014 start date; 100hours/month; 100hours/month during securities trading hours; Duties: Life insurance client services, VUL performance reporting, client meetings, subaccount reallocation/rebalancing, and case design. 3) LRI Investments, LLC; 3825 PGA Blvd, Suite 303, Palm Beach Gardens FL 33410; Registered Investment Advisor; Investment related; Investment Advisory Representative; provide investment advisory services to clients; 11/01/2024; 160 hours per month; 160 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-05

Designations

Other Names

• Ryan Kessler