James B. Kennedy

SAFE HARBOR FINANCIAL PLANNING & INVESTMENT ADVISORY

STATESBORO, GA 30458

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CRD#: 5725486

Professional summary

James Brian Kennedy, CFP®, who also goes by Brian Kennedy, J. Brian Kennedy, is a registered financial advisor currently at SAFE HARBOR FINANCIAL PLANNING & INVESTMENT ADVISORY, LLC located in Statesboro, Georgia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. James has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Kennedy | J. Brian 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.

?REDDICK, RIGGS, HUNTER & KENNEDY, P.C., PARTNER/CPA, 01/1998 - PRESENT; CERTIFIED PUBLIC ACCOUNTANT (CPA); APPROXIMATE HOURS IN A MONTH AS A CPA - 170 HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Brian 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^®

Certified Financial Planner

Start date: 2008

Experience

Current

October 30, 2009 - Present

SAFE HARBOR FINANCIAL PLANNING & INVESTMENT ADVISORY, LLC

Office #1: 23 Siebald Street, Statesboro, GA 30458

RIA

CRD#: 151810

STATESBORO, GA

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

Georgia
(10/30/2009)

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

Current Firm

SAFE HARBOR FINANCIAL PLANNING & INVESTMENT ADVISORY, LLC

CRD#: 151810 / SEC#:

Georgia

Registered Investment Advisory firm - (10/30/2009 Approved)

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Contact information

Main Address

314 S. Zetterower Ave, Statesboro, GA 30458

Mailing Address

P.o. Box 2813, Statesboro, GA 30459

Phone number

(912) 489-1222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	165
AUM (Assets Under Management)	$ 46,295,914

Red Flags

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