Matthew Kennedy
Matthew Kennedy is a registered investment advisor at Jefferies Investment Advisers LLC, based in Roswell, GA, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Roswell, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a board member of the Metropolitan Ballet Theater, dedicating minimal time to helping with fundraising and planning. He also lists and sells stock photographs through Shutterstock as a hobby, spending a few hours per week on this activity.
Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Jefferies LLC
Previous Registrations
Leucadia Asset Management LLC
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
State Registrations53 states
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