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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ryan Dunnegan is an Investment Advisor Representative with Kennedy Capital Management. James Dunnegan has been in the financial services industry since July 2013. James Dunnegan holds the Series 65 license. James Dunnegan is registered to provide investment advisory services in Missouri and Texas. Kennedy Capital Management is a registered investment advisor with a focus on managing portfolios for individuals, businesses, investment companies, and pooled investment vehicles. The firm is committed to providing personalized and customized investment advice to its clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MO
11/11/2020 - Present
Kennedy Capital Management (ST LOUIS MO)
IA
Issued 11/13/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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