John Kennedy (CRD# 4546573) is an Investment Advisor Representative working at Kennedy, John B. in Toledo, OH and has 1 year of experience in the finance industry. John 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.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John B. Kennedy | Toledo, OH | Jan 1990 - Current | 34 |
- OH
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$775,055
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
OH
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