John Kennedy, financial advisor Newton Center MA
73 score

John Kennedy

CRD Number: 3093659
Current Firm: Adviser Investments

John Kennedy (CRD# 3093659) is an Investment Advisor Representative working at Adviser Investments in Newton Center, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Adviser Investments LLC Newton, MA Feb 2012 - Current 4
Adviser Investment Management Inc. Newton, MA May 2009 - Feb 2012 2
Unemployed Boston, MA Feb 2009 - May 2009 < 1
Merrill Lynch Providence, RI Mar 2008 - Feb 2009 < 1
Fidelity Investments Smithfield, RI Dec 2000 - Mar 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1998
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for John Kennedy
Phone Number: 617-321-2200
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    2,095
    MILLIONS
  • Total Number of Accounts
    5,505
    ACCOUNTS
  • Average Account Value
    $380,545
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
73

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