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John William Kennedy III

John W. Kennedy

KENNEDY INVESTMENT GROUP | CEO
West Deptford, NJ 08086
Some features on this profile are disabled
CRD#: 2453669
John William Kennedy III

Professional summary

John William Kennedy III, CFP®, who also goes by Jack Kennedy III, Jack Kennedy, John William Kennedy, is a registered financial advisor currently at KENNEDY INVESTMENT GROUP located in West Deptford, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?
Loans/credit services
Trading individual securities
Trust & estate planning
Philanthropic services
Financial planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Jack Kennedy Iii | Jack Kennedy | John William Kennedy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Kennedy III's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2010

Experience

Current

September 29, 2022 - Present

KENNEDY INVESTMENT GROUP

Office #1: 196 Delaware Street, West Deptford, NJ 08086
RIA
CRD#: 322605
West Deptford, NJ
Past

January 12, 2009 - October 10, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
WEST DEPTFORD, NJ
Past

April 27, 2005 - January 12, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
WEST DEPTFORD, NJ
Past

May 14, 2004 - October 10, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
WEST DEPTFORD, NJ
Past

April 2, 1998 - May 17, 2004

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

September 4, 1997 - April 8, 1998

FISERV INVESTOR SERVICES, INC.

BD
CRD#: 34637
HOUSTON, TX
Past

October 27, 1995 - October 1, 1997

CONSECO SECURITIES, INC.

BD
CRD#: 29367
CARMEL, IN
Past

June 2, 1994 - October 23, 1995

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KI
KENNEDY INVESTMENT GROUP
KENNEDY INVESTMENT GROUP | KENNEDY INVESTMENT GROUP, INC.

CRD#: 322605 / SEC#: 801-126404

RIA
Registered Investment Advisory firm - (11/10/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(9/29/2022)
IAR
Texas
(12/15/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/28/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/3/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/1/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 7/28/2004
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/28/2004
General Securities Sales Supervisor - Options Module Examination

Current Firm

KI
KENNEDY INVESTMENT GROUP
KENNEDY INVESTMENT GROUP | KENNEDY INVESTMENT GROUP, INC.

CRD#: 322605 / SEC#: 801-126404

RIA
Registered Investment Advisory firm - (11/10/2022 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
196 Delaware Street, West Deptford, NJ 08086
Mailing Address
Phone number
(856) 853-0400
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KIG DISCLOSURE BROCHURE (2/6/2026)

Regulatory assets under management

Total Number of Accounts2,641
AUM (Assets Under Management)$ 633,231,923

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KENNEDY INVESTMENT GROUP

CEOCRD#: 322605West Deptford, NJ 08086

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Contact information

(xxx) xxx-xxxx
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