John William Kennedy
Investment adviser representative at Kennedy Investment Group
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$633.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Kennedy Cellars, Inc.Sep 2016 to now
- Kennedy Insurance Services, Inc.Aug 2009 to now
- Kennedy Investment GroupMay 2004 to now
- Colombia BankOct 2016 to Jun 2020
- Salem Oak VineyardsFeb 2015 to Jul 2017
- W.A.N.D.A.Jan 2015 to Aug 2019
- Koin, LLCJan 2015 to Dec 2018
- Raymond James Financial Services Advisors, IncJan 2009 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Kennedy Investment Group
Legal name: Kennedy Investment Group, Inc.
$633.2MAssets managed
1,036Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2453669
- Firm CRD
- 322605