Jack Lehman

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About Jack Lehman

Jack Lehman joined KMK financial in January 2025. Jack has a strong background in financial planning and prides himself on creating solutions to solve and plan for each client's unique financial needs. Currently studying for his CFP certification and a graduate of the University of Kentucky with a degree in finance, Jack enjoys sharing his knowledge with clients to help them better understand their personal financial situation.

As an Advisory Representative of Osaic Wealth, Jack's responsibilities are directed at fee-based planning and wealth management. Creating unique customized plans to help build a better future for his clients is one of Jack's passions.

Originally growing up in Elizabethtown, KY, Jack moved to the NKY area in 2025. In his free time, Jack enjoys spending time with friends and family, rooting on the University of Kentucky football and basketball teams, and cooking.

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General Information

CRD#

7496192

Firm CRD#

23131

Name of Broker/Dealer

OSAIC WEALTH, INC

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Health, Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$15k

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892950/paladinregistry-KMK-Financial-Group-detailed-disclosure.html

Disclaimer

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

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Paladin Research Report For:

KMK Financial Group