Stephanie KennedyCRD Number: 4744148
Current Firm: J.p. Morgan Securities LLC
Stephanie Kennedy (CRD# 4744148) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Walled Lake, MI and has over 19 years of experience in the finance industry.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|J.p. Morgan Securities LLC||Troy, MI||Oct 2012 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2004|
|S66||NASAA Uniform Combined State Law Examination||Mar 2015|
Total Assets Under Management212,929MILLIONS
Total Number of Accounts982,795ACCOUNTS
Average Account Value$216,656
- A percentage of assets under your management
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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