Joshua Kennedy
Investment adviser representative at 49 Financial
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- 49 FinancialMay 2026 to now
- Aptive Pest ControlMay 2025 to Aug 2025
- Aptive Pest ControlMay 2024 to Aug 2024
- Aptive Pest ControlMay 2023 to Aug 2023
- Texas A&m UniversityAug 2022 to May 2026
- Giddings High SchoolAug 2019 to Aug 2022
- Quincy High SchoolAug 2018 to Aug 2019
- Quincy Junior High SchoolAug 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 8303383
- Firm CRD
- 319484