Jeffrey
Kennedy

Capital Advisor Network

CRD#5094149
Investment Advisor
in Quincy, IL

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About this Advisor

Jeffrey Kennedy is a financial advisor working out of Quincy, Illinois who has 5 years of relevant experience. Kennedy is an employee of Capital Advisor Network. Their career trajectory has included roles at Brookstone Capital Management, Capital Advisor Network, LLC, Center Street Advisors and Center Street Securities. Kennedy holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Capital Advisor Network is a business based out of Lafayette, IN. The investment advisory business has offices in eight locations and a total of 11 employees. It manages $94 million in assets under management between its 1,003 accounts, placing it among the smaller firms in the nation by assets under management. Of its 1,003 client accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets. Capital Advisor Network has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely are based on the type of services offered. However, fee types billed by Capital Advisor Network can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

721 North 24Th Street
Quincy, IL 62301

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Capital Advisor Network Brokerage Details

Total Assets Under Management

$93,598,102

IL Average: $1,347,246,178
Total Number of Employees

11

IL Average: 46
Total Number of Accounts

1,003

IL Average: 1,775
Average Account Size

$93,318

IL Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Jeffrey Kennedy Work History

Jeffrey has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Capital Advisor Network, LLC

2010 - Present (14 years)

Center Street Securities

2015 - 2018 (3 years)

Center Street Advisors

2010 - 2015 (5 years)

Brookstone Capital Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Kennedy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital Advisor Network

Jared Wickes
Lafayette, IN
Peter Johnson
Lafayette, IN
James Moerdyk
Grand Rapids, MI
William Evans
Marion, VA
Jeffrey Kennedy
Quincy, IL
James Jones
Jasper, IN
William Johnson
Lafayette, IN
Richard Pickering
Bethalto, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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