Jared Kenney is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Sugar Land, TX, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2245 Texas Dr Ste 170, Sugar Land, TX, 77479
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jared is involved in several business entities, including EMAW Management, JCKR Ventures, The Noble Group (DBA for LPL business), Wild Aggie Studios LLC (DBA Hotworx Sugar Land), EMAW Holdings, Little Apple Ventures, and BTHO Management. The Noble Group and EMAW Holdings each take nearly full-time, while Wild Aggie Studios takes a few hours per week, and the other entities require minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services Advisors, INC
Avidian Wealth Solutions, LLC
Oak Harvest Investment Services
Oak Harvest Investment Services
Fsc Securities Corporation
Fsc Securities CorporationBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.