Jerald Kennedy (CRD# 4163151) is an Investment Advisor Representative working at Adviser Alliance, LLC in Commercial Point, OH and has 1 year of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 2278230
Lpl Financial LLC
CRD# 6112873
Trinity Financial Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adviser Alliance, LLC | Boardman, OH | May 2018 - Current | 5 |
| J Kennedy Financial, LLC | Commercial Point, OH | Jun 2005 - Current | 18 |
| Summit Wealth Partners, LLC | Commercial Point, OH | Jan 2017 - May 2018 | 1 |
| Coppell Advisory Solutions, Llc Dba Fusion Capital Management | Commercial Point, OH | Jan 2014 - May 2018 | 4 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management5MILLIONS
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Total Number of Accounts32ACCOUNTS
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Average Account Value$153,166
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OH, TX
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