John Kennedy
John Kennedy is a registered investment advisor at Osaic Wealth, INC., based in Knoxville, TN, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5908 Toole Drive, Knoxville, TN, 37919
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Regulatory History (1)
Customer Dispute
July 1988Other Business ActivitiesSells Insurance
John holds insurance licenses in multiple states to sell variable annuities and life insurance, processed through TrustFirst, Inc., dedicating about 10-20% of his time. He also works as an Investment Advisor Representative for Greensview Wealth Management, spending nearly full-time hours providing financial services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Trustfirst INC.
Greensview Wealth Management
Trustfirst INC.
TrustfirstBroker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
Morgan Keegan & Company, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.