John Kennedy
John Kennedy is a CFP-designated registered investment advisor at Kennedy Investment Group, based in West Deptford, NJ, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,036 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $7.5M | 0.50% |
| $7.5M+ | 0.25% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
196 Delaware Street, West Deptford, NJ, 08086
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2002Other Business ActivitiesSells Insurance
John is the CEO of Kennedy Cellars Inc. since 2016, dedicating about 10-20% of his time. He also owns Kennedy Insurance Services, providing various insurance products, and Kennedy Properties, a rental real estate business, spending a few hours per week on each.
Employment History
Current Registrations
Kennedy Investment Group
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
Fiserv Investor Services, INC.Broker
Mds Securities IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
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.