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Henry J. Schroeder

Kennedy Investment Group

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About Henry J. Schroeder

Henry J. Schroeder is a financial advisor with Kennedy Investment Group, and is registered in New Jersey. Henry J. Schroeder is a Certified Financial Planner™ professional. Henry J. Schroeder has been in the financial services industry since 2005. Henry J. Schroeder provides financial planning and portfolio management for individuals and businesses. Henry J. Schroeder also provides selection of other advisors services to clients.

Firm Information

Henry Schroeder is currently registered with Kennedy Investment Group. Kennedy Investment Group is a financial advisor located in WEST DEPTFORD, NJ. They have 5 licensed agents and 5 investment adviser representatives and manage $545,415,103 in assets. They offer financial planning, portfolio management for individuals, and selection of other advisors services to high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
Kennedy Investment Group

196 DELAWARE STREET

WEST DEPTFORD, NJ 08086

$545.42M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Henry Schroeder’s Registration & Firm History

NJ

09/30/2022 - Present

Kennedy Investment Group (WEST DEPTFORD NJ)

NJ

03/01/2018 - 10/10/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST DEPTFORD NJ)

PA

10/13/2010 - 03/06/2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)

NC

07/12/2005 - 10/07/2010

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 04/16/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2009

Series 7 - General Securities Representative Examination

BC

Issued 07/11/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry J. Schroeder.
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