Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kennedy is a financial advisor with over 30 years of experience in the financial services industry. He currently holds the Series 7, Series 63, Series 66, and Series 24 licenses. John is a Registered Representative with LPL Financial LLC, a leading independent broker-dealer and financial advisor. He has also previously held positions with J.P. Morgan Institutional Investments Inc., JPMorgan Distribution Services, Inc., BANC ONE Securities Corporation, First Chicago NBD Investment Services, Inc., Rodman & Renshaw Inc., Lehman Brothers Inc., and McLaughlin, Piven, Vogel Securities, Inc. John's experience has allowed him to develop a broad understanding of the financial services industry, and his commitment to providing personalized service has helped him build strong relationships with clients. John Kennedy focuses on providing financial planning, portfolio management, and consulting services for a range of clients, including individuals, families, businesses, and retirement plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
01/09/2025 - Present
LPL Financial LLC (SCHAUMBURG IL)
NY
01/03/2011 - 11/05/2019
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
OH
02/05/2004 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IL
02/01/1999 - 02/05/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
09/19/1994 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
05/12/1992 - 08/23/1994
RODMAN & RENSHAW INC. (CHICAGO IL)
NY
08/14/1991 - 05/19/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/01/1991 - 08/08/1991
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 06/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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