Jacob Kennedy, financial advisor Cincinnati OH

Jacob Kennedy

CRD Number: 6320449
Current Firm: Charles Schwab & Company, Inc.

Jacob Kennedy (CRD# 6320449) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Cincinnati, OH Jun 2019 - Current 2
Charles Schwab Bank Cincinnati, OH Jun 2019 - Current 2
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Jun 2019 < 1
Fidelity Investments Covington, KY Jul 2013 - Jun 2019 5
Watson's Pool Supply Colerain, OH May 2013 - Feb 2014 < 1
Kroger Harrison, OH Feb 2013 - Aug 2013 < 1
Kentucky Fried Chicken Harrison, OH May 2008 - Feb 2013 4
Power Baseball Palm Springs, CA Jan 2012 - Feb 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
S63 Uniform Securities State Law Examination Jun 2014
Contact Info for Jacob T. Kennedy
Phone Number: 415-667-7000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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