Jerald Kennedy
Jerald Kennedy is a registered investment advisor at Adviser Alliance, LLC, based in Commercial Point, OH, with 18 years of industry experience. Jerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $6.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AALLC's investment management fees are negotiated with each client and are based on a percentage of the value of your portfolio, not exceeding 1.30% annually. Fees may be billed in advance or after the service is provided, and are calculated using the portfolio's market value at the beginning or end of a calendar quarter. Fees are collected by debiting the client's investment account with written authorization. The amount you pay for advisory services may vary from client to client, and lower fees may be available from other sources.
Location
Commercial Point, OH
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Regulatory History (2)
Regulatory
July 2024Regulatory
November 2004Other Business ActivitiesSells Insurance
Jerald is a managing member and insurance agent at J Kennedy Financial, LLC, selling fixed insurance and annuities since 2005. This takes about two-thirds of his time during securities trading hours.
Employment History
Current Registrations
Adviser Alliance, LLC
Previous Registrations
Summit Wealth Partners, LLC
Fusion Capital Management
Aptus Capital Management
Wasserman & Associates, INC.Broker
Fort Washington Brokerage Services, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations1 state
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.