Jack A. Kennedy

JB MERIDIAN ADVISORS

Clermont, FL 34711

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CRD#: 4741897

Professional summary

Jack Alexander Kennedy II, who also goes by Jack Alexander Kennedy, is a registered financial advisor currently at JB MERIDIAN ADVISORS, LLC located in Clermont, Florida.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jack has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Alexander 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 Jack Alexander Kennedy II'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®

None

Experience

Current

October 7, 2010 - Present

JB MERIDIAN ADVISORS, LLC

Office #1: 1009 East Avenue, Clermont, FL 34711

RIA

CRD#: 154676

Clermont, FL

Past

March 7, 2008 - March 31, 2010

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

March 6, 2008 - March 31, 2010

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

TAMPA, FL

Past

January 24, 2006 - July 5, 2006

JESUP & LAMONT ADVISORS

RIA

CRD#: 108006

NEW YORK, NY

Past

August 30, 2005 - July 5, 2006

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

GROVELAND, FL

Past

January 21, 2005 - August 25, 2005

TERRA NOVA FINANCIAL, LLC

CRD#: 37761

NEW YORK, NY

Past

February 24, 2004 - January 3, 2005

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

Florida
(10/7/2010)

IAR

Louisiana
(3/29/2012)

IAR

New York
(4/27/2022)

IAR

Texas
(2/5/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/20/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/27/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/23/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/29/2005

General Securities Principal Examination

Current Firm

JB MERIDIAN ADVISORS, LLC

CRD#: 154676 / SEC#:

Florida

Registered Investment Advisory firm - (10/7/2010 Approved)

Louisiana

Registered Investment Advisory firm - (3/29/2012 Approved)

New York

Registered Investment Advisory firm - (4/27/2022 Approved)

Texas

Registered Investment Advisory firm - (2/5/2015 Conditional Restricted)

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Contact information

Main Address

1009 East Avenue, Clermont, FL 34711

Mailing Address

Phone number

(877) 398-0051

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	172
AUM (Assets Under Management)	$ 31,926,797

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.

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Advisor Monitoring

Firm Stability Insights

Jack A. Kennedy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Alexander Kennedy II's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

JESUP & LAMONT ADVISORS

EMPIRE FINANCIAL GROUP, INC.

TERRA NOVA FINANCIAL, LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 1/20/2006

Series 63

Date: 2/27/2004

Series 7

Date: 2/23/2004

Series 24

Date: 6/29/2005

Current Firm

JB MERIDIAN ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JB MERIDIAN ADVISORS, LLC

TRUST BUT VERIFY

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