James Francis Messner
Investment adviser representative at Kennedy Investment Group
13 yearsExperience
1 stateRegistered in
CFADesignation
$633.2MFirm assets
Are you James Francis Messner? Claim your profile
Contact this firm
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
13 years in the industry.
- Kennedy Investment Group, Inc.May 2024 to now
- Glenmede Investment Management, LPNov 2013 to Apr 2024
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7941236
- Firm CRD
- 322605