Jared
Kennedy

Eudaimonia Advisors LLC

CRD#4984283
Investment Advisor
in Aledo, TX

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About this Advisor

Jared Kennedy is a financial advisor operating in Aledo, Texas with a total of 1 year of relevant experience. Kennedy is on the advisory team at Eudaimonia Advisors LLC. Kennedy has gained experience at Morgan Keegan And Company, Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, B. Riley Wealth Management and Eudaimonia Advisors LLC. Kennedy holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in Texas. Eudaimonia Advisors LLC is an advisory company operating out of Winchester, TN. The firm has offices in five locations and a total of 15 people on staff. It manages $293 million in assets under management across its 1,056 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,056 accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely depend on which services are provided. Fees billed by Eudaimonia Advisors LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Aledo, TX

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Eudaimonia Advisors LLC Brokerage Details

Total Assets Under Management

$293,077,810

TX Average: $730,596,643
Total Number of Employees

15

TX Average: 15
Total Number of Accounts

1,056

TX Average: 968
Average Account Size

$277,536

TX Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Jared Kennedy Work History

Jared has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Eudaimonia Advisors LLC

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2015 - 2022 (7 years)

B. Riley Wealth Management

2011 - 2015 (4 years)

Morgan Stanley Smith Barney

2007 - 2015 (8 years)

Morgan Keegan And Company, Inc

*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 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 Eudaimonia Advisors LLC

James Fife
Winchester, TN
Anna Schoor
Pensacola, FL
Jeannan Brewer
Winchester, TN
James Parrish
Winchester, TN
John Brewer
Winchester, TN
James Parrish
Winchester, TN
Jared Kennedy
Aledo, TX

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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