John Kennedy Jr.CRD Number: 1097303
Current Firm: Suntrust Investment Services, Inc.
John Kennedy Jr. (CRD# 1097303) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Tampa, FL and has over 33 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Suntrust Investment Services, Inc.||Atlanta, GA||Mar 2016 - Current||1|
|Raymond James & Associates, Inc.||St. Petersburg, FL||Apr 2011 - Mar 2016||4|
|Ubs Financial Services Inc.||Providence, RI||Apr 1994 - Apr 2011||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1984|
|S65||NASAA Investment Advisors Law Examination||Feb 1992|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV