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Jennifer Anne Kennedy

RBC Private Counsel (usa) Inc.

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About Jennifer Anne Kennedy

Jennifer Kennedy is a registered investment advisor representative with RBC Private Counsel (usa) Inc. She has over 20 years of experience in the financial services industry. Jennifer has held various positions at a number of firms, including CIBC World Markets Corp., CIBC Wood Gundy Securities Corp., and Midland Walwyn Capital Corporation. Jennifer holds a Series 7 and a Series 63 license and has specializations in portfolio management for individuals and selection of other advisors. Jennifer is currently based in Toronto, Ontario, Canada.

Firm Information

Jennifer Kennedy is currently registered with RBC Private Counsel (usa) Inc.. RBC Private Counsel (USA) Inc. is a registered investment adviser with the SEC, based in TORONTO, ON, Canada. The firm manages approximately $6.83 billion in client assets, primarily for high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. RBC Private Counsel offers portfolio management services for individuals and selection of other advisers. They also participate in wrap fee programs.
RBC Private Counsel (usa) Inc.

155 WELLINGTON STREET WEST, 17TH FLOOR

TORONTO, ON, M5V 3K7

$6.83B

Assets Under Management

Not reported

Total Clients

185

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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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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Jennifer Kennedy’s Registration & Firm History

NA

02/12/2016 - Present

RBC Private Counsel (usa) Inc. (TORONTO, ONTARIO )

NY

11/03/1997 - 12/22/1999

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

11/21/1996 - 11/03/1997

CIBC WOOD GUNDY SECURITIES CORP. (NEW YORK NY)

NA

07/18/1995 - 05/30/1996

MIDLAND WALWYN CAPITAL CORPORATION

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Licenses & Designations

BC

Issued 07/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Anne Kennedy.
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