James F. Messner

KENNEDY INVESTMENT GROUP

West Deptford, NJ 08086

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CRD#: 7941236

Professional summary

James Francis Messner III, who also goes by Jim Messner, is a registered financial advisor currently at KENNEDY INVESTMENT GROUP located in West Deptford, New Jersey.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. James has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Messner

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 James Francis Messner III's CRS (Customer Relationship Summary).

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

June 24, 2024 - Present

KENNEDY INVESTMENT GROUP

Office #1: 196 Delaware Street, West Deptford, NJ 08086

RIA

CRD#: 322605

West Deptford, NJ

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".

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
(6/24/2024)

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

KENNEDY INVESTMENT GROUP

KENNEDY INVESTMENT GROUP | KENNEDY INVESTMENT GROUP, INC.

CRD#: 322605 / SEC#: 801-126404

RIA

Registered Investment Advisory firm - (11/10/2022 Approved)

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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

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KIG DISCLOSURE BROCHURE (1/31/2025)

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.

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James F. Messner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Francis Messner III's CRS (Customer Relationship Summary).

Certified licenses

Experience

KENNEDY INVESTMENT GROUP

Primary Firm SEC Registration

KENNEDY INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Current Firm

KENNEDY INVESTMENT GROUP

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KENNEDY INVESTMENT GROUP

TRUST BUT VERIFY

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