JK
John B. Kennedy
KENNEDY, JOHN B.
Toledo, OH
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CRD#: 4546573
JK
Professional summary
John B. Kennedy, CFP® is a registered financial advisor currently at KENNEDY, JOHN B. located in Toledo, Ohio.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view John B. Kennedy'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®
Experience
Current
January 4, 2007 - Present
KENNEDY, JOHN B.
RIA
CRD#: 120994
Toledo, OH
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
Ohio(1/4/2007)
Exams
Current Firm
KJ
KENNEDY, JOHN B.
KENNEDY, JOHN B.
CRD#: 120994 / SEC#:
Ohio
Registered Investment Advisory firm - (10/14/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Toledo, OH
Mailing Address
Phone number
(419) 841-6396
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 4,081,997 |
Red Flags
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