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Justin Thomas Kenney

Investment adviser representative at Siler Wealth Management
14 yearsExperience
2 statesRegistered in
$188.6MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. Siler Wealth ManagementJun 2014 to now
  2. Sdr Investment Management, IncJan 2009 to now
  3. International Assets Advisory, LLCOct 2019 to May 2023
  4. Primary Capital, LLCJun 2017 to Oct 2019
  5. Kalos Capital, Inc.Jul 2012 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 2 states (FL, GA).

Siler Wealth Management

Legal name: Sdr Investment Management, Inc.

$188.6MAssets managed
664Clients
5Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4165583
Firm CRD
108682
Advisor's SEC record (opens in a new tab)
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