Jennifer Ann Shammamy
Investment adviser representative at Kcd Financial, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$202.1MFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Kcd Financial, Inc.Jan 2018 to now
- H&b Financial GroupDec 2017 to now
- UnemployedMay 2017 to Dec 2017
- Hoover & AssociatesSep 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
Kcd Financial, Inc.
$202.1MAssets managed
1,257Clients
38Advisers
9 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
- 2820737
- Firm CRD
- 127473