John
Kennedy
Kennedy Investment Group
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About this Advisor
John Kennedy is a certified financial planner working out of Thorofare, New Jersey who has 1 year of industry experience. Kennedy is currently employed by Kennedy Investment Group. Over the course of their career, they have held roles at Salem Oak Vineyards, Raymond James Financial Services Advisors, Inc, Kennedy Insurance Services, Inc, Kennedy Investment Group, Kennedy Cellars, Inc, Colombia Bank, Koin, LLC and W.A.N.D.A. Kennedy has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey and Texas. Kennedy Investment Group is a financial advisory firm that has its headquarters in Thorofare, NJ. It has a total of 14 advisors. It has $397 million in assets across its 2,249 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,249 accounts, just 13% belong to high-net-worth investors who have at least $1 million in assets. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which services are offered. However, fees charged by Kennedy Investment Group typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kennedy Investment Group Brokerage Details
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$397,444,659
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
14
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2,249
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$176,721
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Kennedy Work History
John has been registered as a financial advisor for 1 years.*
Kennedy Investment Group
Kennedy Cellars, Inc
Kennedy Insurance Services, Inc
Colombia Bank
Salem Oak Vineyards
Koin, LLC
W.A.N.D.A
Raymond James Financial Services Advisors, Inc
Kennedy Investment Group
*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 John 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 Kennedy Investment Group
Thorofare, NJ
Thorofare, NJ
Thorofare, NJ
Thorofare, NJ
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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