Jonathan Kennedy is a registered investment advisor, based in Richmond, VA, with 23 years of industry experience.
Location
5012 Monument Ave Suite 101, Richmond, VA, 23220
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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
Jonathan is involved in several outside business activities. These include owning a coaching business, working as an advisory representative of a registered investment advisor, acting as an independent insurance agent, investing in a water company, owning real estate, and working as an investment advisor representative under a DBA.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations9 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.