Jared
Kennedy
Lpl Financial LLC
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About this Advisor
Jared Kennedy is a financial advisor based in Fort Mill, South Carolina, working with Lpl Financial LLC. Jared has previously held positions at Morgan Keegan And Company, Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, B. Riley Wealth Management, Eudaimonia Advisors LLC, and Lpl Financial LLC. Jared has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Jared is part of Lpl Financial LLC, which operates out of Fort Mill, South Carolina. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jared Kennedy Work History
Lpl Financial LLC
Eudaimonia Advisors LLC
Morgan Stanley Private Bank, National Association
B. Riley Wealth Management
Morgan Stanley Smith Barney
Morgan Keegan And Company, Inc
Disclosures
Please visit the SEC profile of Jared 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 Lpl Financial LLC
Fort Mill, SC
Tucson, AZ
Strongsville, OH
Hyde Park, NY
Glen Arm, MD
Winter Haven, FL
North Haven, CT
Fairfield, CA
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