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KJ

Kenneth Joseph Jilek

CRD# 705179·Registered 1980 - 2018
Previously Registered: Being a previously registered professional could mean that Kenneth is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Kenneth Joseph Jilek was a registered financial advisor. Kenneth was a previously registered financial professional and started their career in finance 1980 - 2018. Kenneth had worked at 11 firms and has passed the Series 63, Series 65, Series 3, Series 7, Series 15, Series 5 and Series 4 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

46 years in the financial services industry

Current & Past Employments

TREND SYNC·CRD# 156111
RIA
Dallas, TX
October 18, 2011 - January 2, 2018
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Dallas, TX
March 25, 2011 - May 9, 2011
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Dallas, TX
March 25, 2011 - May 9, 2011
AMEGY INVESTMENTS, INC.·CRD# 120145
BD
Dallas, TX
October 28, 2008 - March 28, 2011
AMEGY INVESTMENTS, INC.·CRD# 120145
RIA
Dallas, TX
September 5, 2008 - March 28, 2011
GARY A. MORRIS·CRD# 106729
RIA
Dallas, TX
April 13, 2007 - April 29, 2008
SOUTHWEST STRATEGIES·CRD# 106013
RIA
Dallas, TX
December 3, 2001 - December 31, 2006
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
July 13, 1992 - October 19, 1994
OPPENHEIMER GOVERNMENT SECURITIES, INC.·CRD# 19715
BD
July 27, 1987 - October 9, 1989
CIBC WORLD MARKETS CORP.·CRD# 630
BD
September 9, 1986 - October 2, 1990
MOSELEY SECURITIES CORPORATION·CRD# 7908
BD
March 9, 1984 - October 8, 1985
MORGAN STANLEY DW INC.·CRD# 7556
BD
June 26, 1981 - March 13, 1984
KIDDER, PEABODY & CO. INCORPORATED·CRD# 7613
BD
February 22, 1980 - June 30, 1981

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Current Firm

TS
TREND SYNC

JILEK, SALLY BYRD | TRENDSYNC, LLC | TREND SYNC

CRD#: 156111

Contact Information

Main Address

5310 Harvest Hill Rd. Suite 191, Lb 135, Dallas, TX 75230

Documents

Latest Form ADV

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2009About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2001About the Series 65 exam

Series 3 — National Commodity Futures Examination

Passed Aug 2013About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Oct 2008About the Series 7 exam

Series 15 — Foreign Currency Options Examination

Passed Feb 1983

Series 5 — Interest Rate Options Examination

Passed Oct 1981

Series 4 — Registered Options Principal Examination

Passed Dec 1983About the Series 4 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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