John Kenny (CRD# 6595705) is an Investment Advisor Representative working at Illumination Wealth Management in Orinda, CA and has over 8 years of experience in the finance industry. John Kenny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Illumination Wealth Management | Orinda, CA | Jun 2022 - Current | 1 |
| Savvy Investments & Planning LLC | Orinda, CA | Sep 2018 - Jun 2022 | 3 |
| Mml Investors Services, LLC | Walnut Creek, CA | Jun 2017 - Sep 2018 | 1 |
| Mml Investor Services | Walnut Creek, CA | Mar 2017 - Sep 2018 | 1 |
| Msi Financial Services, Inc. | Walnut Creek, CA | Mar 2016 - Mar 2017 | 1 |
| Msi Financial Services, Inc. | Walnut Creek, CA | Jan 2016 - Mar 2017 | 1 |
| Full Time Student | Folsom, CA | Apr 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- CA
-
Total Assets Under Management307MILLIONS
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Total Number of Accounts970ACCOUNTS
-
Average Account Value$316,588
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, CO, FL, ID, IL, IN, MN, NH, NY, OR, TN, TX
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