Alan N Kennedy
Investment adviser representative at Edward Jones
19 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Edward JonesMay 2026 to now
- Navy Federal Financial Group, LLCApr 2025 to Feb 2026
- North Star Resource GroupSep 2023 to Mar 2025
- UnemployedMay 2022 to Sep 2023
- Wake Co. EmsJun 2017 to Apr 2022
- Novartis OncologySep 2007 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7782989
- Firm CRD
- 250