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John William Kennedy

Kennedy Investment Group

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About John William Kennedy

John William Kennedy is an investment advisor representative registered with the Securities and Exchange Commission (SEC). John is a certified financial planner and has been working in the financial services industry for over 25 years. John is currently employed by Kennedy Investment Group and has previously been employed by Raymond James Financial Services, Inc., Edward Jones, FISERV Investor Services, Inc., MDS Securities Incorporated, and Edward D. Jones & Co., L.P. John is registered to provide investment advisory services in New Jersey and Texas. John has a strong background in financial planning, portfolio management and investment advisory services. John also owns and operates Kennedy Insurance Services, Kennedy Properties, and Kennedy Cellars Inc.

Firm Information

John Kennedy 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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John Kennedy’s Registration & Firm History

NJ

12/15/2022 - Present

Kennedy Investment Group (WEST DEPTFORD NJ)

NJ

05/14/2004 - 10/10/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST DEPTFORD NJ)

MO

04/02/1998 - 05/17/2004

EDWARD JONES (ST. LOUIS MO)

TX

09/04/1997 - 04/08/1998

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

IN

10/27/1995 - 10/01/1997

MDS SECURITIES INCORPORATED (CARMEL IN)

MO

06/02/1994 - 10/23/1995

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 10/28/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/28/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John William Kennedy. Review regulatory record here.
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