Keith
Hering

Kennedy Investment Group

CRD#1496018
Investment Advisor
in Thorofare, NJ

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About this Advisor

Keith Hering is a financial advisor based in Thorofare, New Jersey, working with Kennedy Investment Group. Keith has previously held positions at Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Hering Financial Services, Inc, and Kennedy Investment Group. Keith has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Pennsylvania. Currently, Keith is part of Kennedy Investment Group, which operates out of Thorofare, New Jersey. The firm has 1 office and 11 employees. The firm manages assets totaling $468.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Kennedy Investment Group includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

196 Delaware Street
Thorofare, NJ 08086

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Kennedy Investment Group Brokerage Details

Total Assets Under Management

$468,693,035

NJ Average: $10,121,009,343
Total Number of Employees

11

NJ Average: 92
Total Number of Accounts

2,452

NJ Average: 6,978
Average Account Size

$191,147

NJ Average: $1,450,417

Investment Advisory Services

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

Keith Hering Work History

2022 - Present (2 years)

Kennedy Investment Group

2009 - 2022 (13 years)

Raymond James Financial Services Advisors, Inc

2004 - 2022 (18 years)

Raymond James Financial Services

2004 - 2018 (14 years)

Hering Financial Services, Inc

Disclosures

Please visit the SEC profile of Keith Hering 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

James Messner
Thorofare, NJ
Henry Schroeder
Thorofare, NJ
Alexa Comey
Thorofare, NJ
Keith Hering
Thorofare, NJ
John Kennedy
Thorofare, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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