James Kennedy, financial advisor Statesboro GA

James Kennedy

CRD Number: 5725486
Current Firm: Safe Harbor Financial Planning & Investment Advisory, LLC

James Kennedy (CRD# 5725486) is an Investment Advisor Representative working at Safe Harbor Financial Planning & Investment Advisory, LLC in Statesboro, GA and has 1 year of experience in the finance industry. James Kennedy 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.

Similar Advisors
David Beaubien, financial advisor Statesboro GA
David P. Beaubien
CRD# 6297840
Edward Jones
Similar Advisors
James Campbell, financial advisor Statesboro GA
James L. Campbell
CRD# 5908277
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Travis Chance, financial advisor Statesboro GA
Travis L. Chance
CRD# 4919623
Cfg Wealth Management, LLC
Professional Designations
Company Name Location Dates Years
Safe Harbor Financial Planning & Investment Advisory, LLC Statesboro, GA Sep 2009 - Current 14
Reddick, Riggs, Hunter & Kennedy, Pc Statesboro, GA Sep 1998 - Current 25

James Kennedy has no recent exams reported.
Contact Info for James B. Kennedy
Phone Number: 912-489-1222
Firm Website: https://safeharborfp.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $254,508
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

GA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.