Unclaimed
James Francis Messner is a Registered Investment Advisor with Kennedy Investment Group, Inc. based in West Deptford, NJ. James has been in the industry since 2013, previously working at Glenmede Investment Management, LP in Philadelphia, PA. James holds the Chartered Financial Analyst designation and specializes in portfolio management for individuals and investment companies, as well as selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NJ
06/24/2024 - Present
Kennedy Investment Group (WEST DEPTFORD NJ)
Active
Inactive
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