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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)17 years in industry

Jared D Kenney

Advisor at LPL FINANCIAL LLC

SUGAR LAND, TX

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Search this name across graphsid dfx:ria:422486e4-0995-e44f-8cea-96e5d961465b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Feb 2, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 23, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S66|S63
First exam: Jul 23, 2009
First registration: Feb 2, 2012
Dual registered: yes, broker-dealer
IAPD individual key: 5365512

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 1, 2024	n/a	yes	SUGAR LAND, TX	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 9, 2023	Oct 4, 2024	no	Sugar Land, TX	Previous registration
AVIDIAN WEALTH SOLUTIONS	Independent wealth	Nov 4, 2022	Oct 10, 2023	no	HOUSTON, TX	Previous registration
OAK HARVEST INVESTMENT SERVICES	Independent wealth	Jan 12, 2018	Dec 7, 2022	no	HOUSTON, TX	Previous registration
OAK HARVEST INVESTMENT SERVICES	Independent wealth	Apr 13, 2017	Dec 31, 2017	no	HOUSTON, TX	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Dec 11, 2015	Apr 13, 2017	no	HOUSTON, TX\|Sugar Land, TX\|ALPHARETTA, GA	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Feb 2, 2012	Dec 15, 2015	no	SUGARLAND, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	LPL FINANCIAL LLC	Oct 4, 2024	Oct 1, 2024	-3	Firm change	Ibd to ibd
AVIDIAN WEALTH SOLUTIONS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 10, 2023	Oct 9, 2023	-1	Firm change	RIA to ibd
OAK HARVEST INVESTMENT SERVICES	AVIDIAN WEALTH SOLUTIONS	Dec 7, 2022	Nov 4, 2022	-33	Firm change after gap	RIA to RIA
FSC SECURITIES CORPORATION	OAK HARVEST INVESTMENT SERVICES	Apr 13, 2017	Apr 13, 2017	0	Firm change	Other
NEXT FINANCIAL GROUP, INC.	FSC SECURITIES CORPORATION	Dec 15, 2015	Dec 11, 2015	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:6413:TX:2024-10-04	Oct 4, 2024	Oct 1, 2024	SUGAR LAND, TX	Firm change

Relationships

Registered with (6)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Oct 1, 2024 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 9, 2023 to Oct 4, 2024factForm ADV
→ AVIDIAN WEALTH SOLUTIONSRegistered adviserregistration: previous registration
Nov 4, 2022 to Oct 10, 2023factForm ADV
→ OAK HARVEST INVESTMENT SERVICESRegistered adviserregistration: previous registration
Jan 12, 2018 to Dec 7, 2022factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Dec 11, 2015 to Apr 13, 2017factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Feb 2, 2012 to Dec 15, 2015factForm ADV

Dated events

Occurred
Oct 4, 2024
Advisor changed firm
Jared D Kenney left Raymond James Financial Services Advisors, Inc for Lpl Financial Llc (registered 2024-10-01)
Form ADVobserved 4 days ago
Occurred
Oct 10, 2023
Advisor changed firm
Jared D Kenney left Avidian Wealth Solutions for Raymond James Financial Services Advisors, Inc (registered 2023-10-09)
Form ADVobserved 4 days ago
Occurred
Dec 7, 2022
Advisor changed firm
Jared D Kenney left Oak Harvest Investment Services for Avidian Wealth Solutions (registered 2022-11-04)
Form ADVobserved 4 days ago