DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jared D Kenney

LPL Financial LLCBD affiliatedSugar Land, Txdual registrantIAPD 5365512

Chartered Financial Consultant

Feed of 09/14/2026

At current firm

1 y

since Oct 1, 2024

In the industry

17 y

since Jul 23, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Oct 1, 2024 · Sugar Land, Tx
Raymond James Financial Services Advisors, Inc BD affiliated
Oct 9, 2023 to Oct 4, 2024 · Sugar Land, Tx
Avidian Wealth Solutions independent RIA
Nov 4, 2022 to Oct 10, 2023 · Houston, Tx
Oak Harvest Investment Services independent RIA
Jan 12, 2018 to Dec 7, 2022 · Houston, Tx
Oak Harvest Investment Services independent RIA
Apr 13, 2017 to Dec 31, 2017 · Houston, Tx
Fsc Securities Corporation former
Dec 11, 2015 to Apr 13, 2017 · Houston, Tx
Next Financial Group, Inc. former
Feb 2, 2012 to Dec 15, 2015 · Sugarland, Tx

Moves

a registration end followed by a registration begin elsewhere

Raymond James Financial Services Advisors, Inc to LPL Financial LLC
left Oct 4, 2024, registered Oct 1, 2024 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
Avidian Wealth Solutions to Raymond James Financial Services Advisors, Inc
left Oct 10, 2023, registered Oct 9, 2023 (-1 days) · RIA to affiliated broker-dealer or bank
Oak Harvest Investment Services to Avidian Wealth Solutions
left Dec 7, 2022, registered Nov 4, 2022 (-33 days) · RIA to RIA
Fsc Securities Corporation to Oak Harvest Investment Services
left Apr 13, 2017, registered Apr 13, 2017 (0 days) · Other
Next Financial Group, Inc. to Fsc Securities Corporation
left Dec 15, 2015, registered Dec 11, 2015 (-4 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address