John W. Kennedy
KENNEDY INVESTMENT GROUP | CEO
West Deptford, NJ 08086
Some features on this profile are disabled
CRD#: 2453669
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.
(1) Name of Business: Kennedy Cellars Inc Address: 839 13th St, Hammonton, NJ, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/21/2016 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: CEO (2) Name of Business: Kennedy Insurance Services Address: 196 Delaware St., West Deptford, NJ, 08086, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 09/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner , Providing P/C, Life, Health, Fixed Annuities, Disability as outside business (3) Name of Business: Kennedy Properties Address: 204 Steeplechase Ct., Deptford NJ 08096, Deptford, NJ, 08096, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 04/30/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property Owner/Landlord
CRS (Client Relationship Summary) - RIA
Click below to view John William Kennedy III's 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®
Start date: 2010
Experience
Current
September 29, 2022 - Present
KENNEDY INVESTMENT GROUP
Office #1: 196 Delaware Street, West Deptford, NJ 08086RIA
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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
10
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,519 |
| AUM (Assets Under Management) | $ 545,415,103 |
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 08086TRUST BUT VERIFY
Monitor John Kennedy
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
