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RIA / WealthAdvisor21 years in industry

JERALD MICHAEL KENNEDY

Advisor at ADVISER ALLIANCE, LLC

COMMERCIAL POINT, OH | BOARDMAN, OH

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Search this name across graphsid dfx:ria:e63435bd-dc6d-3fa9-22eb-88e5ba3ac3b3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 25, 2013 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: ADVISER ALLIANCE, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
First registration: Feb 25, 2013
Dual registered: no
Other names: JERRY KENNEDY
IAPD individual key: 4163151

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
ADVISER ALLIANCE, LLC	State registered	May 18, 2018	n/a	yes	COMMERCIAL POINT, OH\|BOARDMAN, OH	Current employment
SUMMIT WEALTH PARTNERS, LLC	Independent wealth	Jan 3, 2017	Jun 11, 2018	no	COMMERCIAL POINT, OH\|ORLANDO, FL	Previous registration
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Jan 2, 2014	Jun 7, 2018	no	COMMERCIAL POINT, OH	Previous registration
APTUS CAPITAL MANAGEMENT	n/a	Feb 25, 2013	Dec 2, 2013	no	LEWIS CENTER, OH	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
SUMMIT WEALTH PARTNERS, LLC	ADVISER ALLIANCE, LLC	Jun 11, 2018	May 18, 2018	-24	Firm change	RIA to state RIA
COPPELL ADVISORY SOLUTIONS LLC	SUMMIT WEALTH PARTNERS, LLC	Jun 7, 2018	Jan 3, 2017	-520	Firm change after gap	Other
APTUS CAPITAL MANAGEMENT	COPPELL ADVISORY SOLUTIONS LLC	Dec 2, 2013	Jan 2, 2014	31	Firm change	Other

Relationships

Registered with (4)

→ ADVISER ALLIANCE, LLCRegistered adviserregistration: current employment
May 18, 2018 to presentfactForm ADV
→ SUMMIT WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 3, 2017 to Jun 11, 2018factForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
Jan 2, 2014 to Jun 7, 2018factForm ADV
→ APTUS CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Feb 25, 2013 to Dec 2, 2013factForm ADV

Dated events

No dated event names this entity yet.