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JK

Josiah D. Kedzior

KEDZIOR WEALTH MANAGEMENT LLC
Independence, OH 44131
Some features on this profile are disabled
CRD#: 5870887
JK

Professional summary

Josiah David Kedzior is a registered financial advisor currently at KEDZIOR WEALTH MANAGEMENT LLC located in Independence, Ohio.

Josiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Josiah has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
name; Launch Ventures LLC investment-related; Yes address; 4500 Rockside Road Suite 440 Independence OH 44131 nature business; The business is a holding company for personal investments position; President start date; 2021-09-01 hours/month devoted to business; 1 hours devoted to business during securities trading hours; 10 duties; Oversee investments made within the entity and keep books and records

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josiah David Kedzior's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 16, 2017 - Present

KEDZIOR WEALTH MANAGEMENT LLC

Office #1: 4500 Rockside Road Suite 440, Independence, OH 44131
RIA
CRD#: 289293
Independence, OH
Past

March 5, 2012 - August 18, 2017

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
CLEVELAND, OH
Past

January 28, 2011 - August 18, 2017

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
CLEVELAND, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(8/16/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/1/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/9/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/18/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/27/2011
General Securities Representative Examination

Current Firm

KW
KEDZIOR WEALTH MANAGEMENT LLC
KEDZIOR WEALTH MANAGEMENT LLC

CRD#: 289293 / SEC#:

Ohio
Registered Investment Advisory firm - (8/9/2017 Approved)
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Contact information

Main Address
4500 Rockside Road Suite 440, Independence, OH 44131
Mailing Address
Phone number
(216) 264-4395
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts145
AUM (Assets Under Management)$ 61,296,608

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KEDZIOR WEALTH MANAGEMENT LLC

CRD#: 289293Independence, OH 44131

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