Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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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)
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
Active
Inactive
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