John Kennedy, financial advisor West Deptford NJ

John Kennedy

CRD Number: 2453669
Current Firm: Kennedy Investment Group

John Kennedy (CRD# 2453669) is an Investment Advisor Representative working at Kennedy Investment Group in West Deptford, NJ and has over 29 years 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.

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Professional Designations
Company Name Location Dates Years
Kennedy Investment Group West Depford, NJ Aug 2022 - Current 1
Kennedy Cellars, Inc. Hammonton, NJ Sep 2016 - Current 7
Kennedy Insurance Services, Inc. West Deptford, NJ Aug 2009 - Current 14
Raymond James Financial Services Advisors, Inc. West Deptford, NJ Jan 2009 - Aug 2022 13
Kennedy Investment Group West Deptford, NJ May 2004 - Aug 2022 18
Colombia Bank Thorofare, NJ Oct 2016 - Jun 2020 3
W.a.n.d.a. West Deptford, NJ Jan 2015 - Aug 2019 4
Koin, LLC West Deptford, NJ Jan 2015 - Dec 2018 3
Salem Oak Vineyards Pedricktown, NJ Feb 2015 - Jul 2017 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Oct 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John W. Kennedy
Phone Number: 856-853-0400
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    469
    MILLIONS
  • Total Number of Accounts
    2,452
    ACCOUNTS
  • Average Account Value
    $191,147
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, DC, DE, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

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