John F. Kennedy
J. W. COLE ADVISORS
Maitland, FL 32751
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CRD#: 5644048
Professional summary
John F Kennedy, CFP®, who also goes by John Francis Kennedy II, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Maitland, Florida and J.W. COLE FINANCIAL, INC. located in Maitland, Florida.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. John has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Francis Kennedy Ii
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) DBA - Candor Path Financial - 525 Sybelia Pkwy Suite 212, Maitland, FL 32751, STARTED FEB. 2018. FINANCIAL PLANNING, INVESTMENT RELATED, 180 HR/MO, MOST DURING TRADING HRS., COMMISSIONS & FEES; (2) SALES OF FIXED INSURANCE PRODUCTS WITH VARIOUS INSURANCE COMPANIES, NON INVESTMENT RELATED, 10 HRS/MO, SOME DURING TRADING HRS., COMMISSIONS ; (3) REAL ESTATE LICENSE, FL - CURRENTLY NOT ACTIVE IN THE INDUSTRY., NON INVESTMENT RELATED.; (4) CandorPath Estate Planning Services; non-investment related; address: same as branch; design and creation of estate plans; officer; start date: 3/1/2020; 10 hours per month during trading hours; working with attorneys to create estate plans (5) JF Kennedy & Associates, LLC; �Holding company; 103 Arrowhead Court Winter Springs, FL 32708; ??? Not investment related; Owner /�Holding company for Candor Path Financial; Start Date: 2/17/2017; 0 hours during trading. (6) BEHR Holdings, LLC; Real Estate Holding Company; 525 Sybelia Parkway Suite 212 Maitland, FL 32751; Not investment related; Co-Owner;�Holding Company to purchase real estate; Start Date: 6/18/2025; 0 hours during trading
CRS (Client Relationship Summary) - RIA
Click below to view John F 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®
CFP®
Start date: 2016
Experience
Current
February 6, 2017 - Present
J. W. COLE ADVISORS, INC.
Office #1: 525 Sybelia Parkway Suite 212, Maitland, FL 32751RIA
CRD#: 112294
Maitland, FL
Current
February 6, 2017 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 525 Sybelia Pkwy Suite 212, Maitland, FL 32751BD
CRD#: 124583
Maitland, FL
Past
February 11, 2011 - February 6, 2017
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
WINTER SPRINGS, FL
Past
September 28, 2010 - February 6, 2017
G. A. REPPLE & COMPANY
BD
CRD#: 17486
WINTER SPRINGS, FL
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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(4/18/2023)
RR
Colorado(1/2/2024)
RR
Connecticut(9/24/2024)
RR
Florida(2/6/2017)
IAR
Florida(2/9/2017)
RR
Georgia(2/6/2017)
RR
Illinois(9/19/2024)
RR
Louisiana(1/2/2024)
RR
Michigan(2/6/2017)
RR
New York(11/16/2017)
RR
North Carolina(8/7/2018)
RR
Oregon(6/19/2017)
RR
Pennsylvania(2/6/2017)
RR
Tennessee(1/2/2024)
RR
Texas(2/6/2017)
IAR
Texas(10/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
