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James Francis Messner

Kennedy Investment Group

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About James Francis Messner

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.

Firm Information

James Messner 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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James Messner’s Registration & Firm History

NJ

06/24/2024 - Present

Kennedy Investment Group (WEST DEPTFORD NJ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Francis Messner.
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