Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kennedy is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Jonathan has been in the securities industry since October 2002. Jonathan is registered in California, Georgia, Maryland, Missouri, New Jersey, North Carolina, Pennsylvania, Tennessee, Texas and Virginia. Jonathan specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors and portfolio management for businesses and individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
11/19/2021 - Present
Cambridge Investment Research Advisors, Inc. (Richmond VA)
VA
02/11/2013 - 11/22/2021
NEXT FINANCIAL GROUP, INC. (RICHMOND VA)
VA
12/09/2010 - 02/12/2013
WOODBURY FINANCIAL SERVICES, INC. (RICHMOND VA)
VA
03/06/2009 - 12/10/2010
PRINCOR FINANCIAL SERVICES CORPORATION (RICHMOND VA)
VA
10/23/2002 - 02/26/2009
NEW ENGLAND SECURITIES (GLEN ALLEN VA)
IA
Issued 03/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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