AG
Aaron M. Green
KENNON-GREEN & CO.
NEW ALBANY, OH 43054-7089
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CRD#: 6686256
AG
Professional summary
Aaron Michael Green is a registered financial advisor currently at KENNON-GREEN & CO. located in New Albany, Ohio.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Aaron has worked at 1 firm and has passed the Series 65 exam.
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.
Forest Drive Properties, LLC is a special purpose real estate holding company formed in the State of Ohio at the instruction of Joshua A. Kennon and Aaron M. Green, the Managing Directors of Kennon-Green & Co., to hold ownership of a commercial building that is leased to Kennon-Green & Co. for its headquarters in New Albany, Ohio. Messrs. Kennon and Green, who are married to each other, are the sole managers and members of the entity, the documents for which were filed with the Ohio Secretary of State on 09/19/2024. Business operations began on 12/12/2024 with the acquisition of the commercial property. The company has no payroll nor day-to-day operating employees and Mr. Green's total time commitment is immaterial, estimated at less than an hour per month. Responsibilities include occasional accounting, maintaining adequate insurance, filing tax returns, and paying taxes. The company is located at the same address as Kennon-Green & Co.'s headquarters.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Michael Green'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®
NoneExperience
Current
September 21, 2016 - Present
KENNON-GREEN & CO.
Office #1: 5031 Forest Drive Suite A, New Albany, OH 43054-7089RIA
CRD#: 284713
NEW ALBANY, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
K&
KENNON-GREEN & CO.
KENNON-GREEN & CO. | KENNON-GREEN & COMPANY, LLC
CRD#: 284713 / SEC#: 801-126091
RIA
Registered Investment Advisory firm - (7/15/2022 Approved)California
Registered Investment Advisory firm - (9/1/2022 Terminated)Michigan
Registered Investment Advisory firm - (8/9/2022 Terminated)Missouri
Registered Investment Advisory firm - (8/2/2022 Terminated)Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)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(3/13/2024)
IAR
Texas(10/27/2016)
Current Firm
K&
KENNON-GREEN & CO.
KENNON-GREEN & CO. | KENNON-GREEN & COMPANY, LLC
CRD#: 284713 / SEC#: 801-126091
RIA
Registered Investment Advisory firm - (7/15/2022 Approved)California
Registered Investment Advisory firm - (9/1/2022 Terminated)Michigan
Registered Investment Advisory firm - (8/9/2022 Terminated)Missouri
Registered Investment Advisory firm - (8/2/2022 Terminated)Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5031 Forest Drive Suite A, New Albany, OH 43054-7089
Mailing Address
Phone number
(614) 656-3638
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 279 |
| AUM (Assets Under Management) | $ 154,558,804 |
Red Flags
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