JS
Jay T. Sullivan
KMF INVESTMENTS MANAGEMENT
Spring, TX
CRD#: 8214024
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JS
Jay Thomas SullivanKMF INVESTMENTS MANAGEMENT
Professional summary
Jay Thomas Sullivan is a registered financial advisor currently at KMF INVESTMENTS MANAGEMENT, LLC located in Spring, Texas.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jay has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jay Thomas Sullivan'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
January 20, 2026 - Present
KMF INVESTMENTS MANAGEMENT, LLC
RIA
CRD#: 146210
Spring, TX
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
Texas(1/20/2026)
Current Firm
KI
KMF INVESTMENTS MANAGEMENT, LLC
KFM INVESTMENTS MANAGEMENT, LLC | KMF INVESTMENTS MANAGEMENT, LLC
CRD#: 146210 / SEC#:
Texas
Registered Investment Advisory firm - (2/1/2008 Approved)Loading...
Contact information
Main Address
Denton, TX
Mailing Address
Phone number
(832) 754-8874
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 31 |
| AUM (Assets Under Management) | $ 141,186,617 |
Red Flags
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