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JERALD MICHAEL KENNEDY
JERRY KENNEDY
CRD#: 4163151
IA
Investment Adviser
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Previous Broker
ADVISER ALLIANCE, LLCCRD#: 287551 COMMERCIAL POINT, OH
Registration History
20002002200420062008201020122014201620182020202220242026IAADVISER ALLIANCE, LLC (CRD# 287551)2018 - Present (6 years)BWASSERMAN & ASSOCIATES, INC. (CRD# 45085)2007 - 2007 (<1 year)BFORT WASHINGTON BROKERAGE SERV... (CRD# 8099)2000 - 2005 (5 years)BCAPITAL ANALYSTS, INCORPORATED (CRD# 5478)2000 - 2000 (<1 year)IASUMMIT WEALTH PARTNERS, LLC (CRD# 283648)2017 - 2018 (1 year)IAFUSION CAPITAL MANAGEMENT (CRD# 156549)2014 - 2018 (4 years)IAAPTUS CAPITAL MANAGEMENT (CRD# 166153)2013 - 2013 (<1 year)
Disclosure(s)
View By:
7/22/2024
Regulatory
Final
11/24/2004
Regulatory
Final
License(s)

State Registrations

IA
Ohio 5/18/2018

Current Registration(s)
IA
ADVISER ALLIANCE, LLC (CRD#:287551)
COMMERCIAL POINT, OH
Registered with this firm since 5/18/2018

Previous Registration(s)
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01/03/2017 - 06/11/2018 SUMMIT WEALTH PARTNERS, LLC (CRD#:283648) COMMERCIAL POINT, OH
IA
01/02/2014 - 06/07/2018 FUSION CAPITAL MANAGEMENT (CRD#:156549) COMMERCIAL POINT, OH
IA
02/25/2013 - 12/02/2013 APTUS CAPITAL MANAGEMENT (CRD#:166153) LEWIS CENTER, OH
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01/09/2007 - 03/02/2007 WASSERMAN & ASSOCIATES, INC. (CRD#:45085) MYRTLE BEACH, SC
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09/01/2000 - 09/19/2005 FORT WASHINGTON BROKERAGE SERVICES, INC. (CRD#:8099) CINCINNATI, OH
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05/02/2000 - 09/01/2000 CAPITAL ANALYSTS, INCORPORATED (CRD#:5478) CINCINNATI, OH
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.