James Kennon
James Kennon is a registered investment advisor at Kennon Wealth Management, LLC, based in Goodyear, AZ, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Kennon Wealth Management refers clients to third-party investment managers, such as Gradient Investments and Steele Capital Management.
Gradient Investments offers several portfolio types, including Strategic, Tactical, Allocation & Defined Outcome, Preservation, and Private Wealth Portfolios. The annual fee for these portfolios is a percentage of the assets managed. For Client Directed Accounts, Gradient Investments charges a flat fee of $300 per year.
Steele Capital Management's fees are negotiated as a percentage of assets under management, not to exceed 1.5% annually for individual accounts. For retirement accounts, the fees will be either a minimum flat fee of $20,000, an hourly rate between $100 to $450, or a maximum annualized rate of 1.25% of plan assets.
Location
Goodyear, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is the owner and insurance agent at Jim Kennon Financial Network since 2011. He dedicates about half of his time to this activity, both during and outside of securities trading hours.
Employment History
Current Registrations
Kennon Wealth Management, LLC
Previous Registrations
Monticello Investment Services, INC.
Northwestern Mutual Investment Services,llc
State Registrations2 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.