JK
JK

Jeremiah Kennedy

27 Years of Experience
Conshohocken, PA
Broker

Jeremiah Kennedy is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 27 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.

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Location

161 Washington St, Suite 1111, Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
November 2021 - Present · 4 yrs 6 mos
Hornor, Townsend & Kent, LLC
November 2021 - Present · 4 yrs 6 mos
Hornor, Townsend & Kent, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
June 2014 - November 2021 · 7 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
May 2014 - November 2021 · 7 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
December 2007 - April 2014 · 6 yrs 4 mos
Windward Securities CorporationBroker
October 2004 - July 2006 · 1 yr 9 mos
Lincoln Financial Securities CorporationBroker
September 2002 - April 2014 · 11 yrs 7 mos
Linsco/private Ledger CORP.Broker
September 2000 - September 2002 · 2 yrs
Signator Investors, INC.Broker
September 1998 - August 2000 · 1 yr 11 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.