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JK

Jack Kynion

LEGACY ADVISORY LIMITED COMPANY
Overland Park, KS 66212
Some features on this profile are disabled
CRD#: 6255861
JK

Professional summary

Jack Kynion III, who also goes by Fred Kynion, Jack Kynion, Jackie Kynion, is a registered financial advisor currently at LEGACY ADVISORY LIMITED COMPANY located in Overland Park, Kansas.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jack has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Fred Kynion | Jack Kynion | Jackie Kynion

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Kynion III'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 23, 2019 - Present

LEGACY ADVISORY LIMITED COMPANY

Office #1: 10561 Barkley, Suite 610, Overland Park, KS 66212
RIA
CRD#: 300802
Overland Park, KS
Past

December 15, 2016 - December 31, 2019

LEGACY ADVISORY GROUP, LLC

RIA
CRD#: 285596
OVERLAND PARK, KS
Past

September 20, 2016 - December 31, 2016

LEGACY ADVISORY GROUP

RIA
CRD#: 141329
OVERLAND PARK, KS
Past

November 7, 2013 - October 5, 2016

LEWER FINANCIAL ADVISORS, LLC

RIA
CRD#: 165381
KANSAS CITY, MO

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
Kansas
(8/27/2019)
IAR
Missouri
(8/23/2019)
IAR
Texas
(3/29/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/7/2013
Uniform Investment Adviser Law Examination

Current Firm

LA
LEGACY ADVISORY LIMITED COMPANY
LEGACY ADVISORY LIMITED COMPANY

CRD#: 300802 / SEC#:

Kansas
Registered Investment Advisory firm - (5/3/2019 Approved)
Missouri
Registered Investment Advisory firm - (8/23/2019 Approved)
Texas
Registered Investment Advisory firm - (3/29/2023 Conditional Restricted)
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Contact information

Main Address
10561 Barkley, Suite 610, Overland Park, KS 66212
Mailing Address
Phone number
(913) 825-5225
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts480
AUM (Assets Under Management)$ 88,682,925

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

LEGACY ADVISORY LIMITED COMPANY

CRD#: 300802Overland Park, KS 66212

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