AdvisorOS Directory
Claim Profile
Unclaimed Profile
JK

Joshua Allan Kennon

KENNON-GREEN & COMPANY, LLC·NEWPORT BEACH, California
Series 65Clean record9 years registeredKENNON-GREEN & COMPANY, LLC
520 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-7037CRD# 6686246Firm CRD# 284713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Allan Kennon · NEWPORT BEACH, CA
Registration
CRD #6686246 · KENNON-GREEN & COMPANY, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

KENNON-GREEN & CO.
Sep 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 21, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KENNON-GREEN & COMPANY, LLC
CRD 284713 · SEC 801-126091
AUM
$130M
Regulatory assets under management
Employees
4
264 client accounts
Services offered by KENNON-GREEN & COMPANY, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KENNON-GREEN & COMPANY, LLC →
Introduction

Speak with Joshua

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joshua is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Browse NEWPORT BEACH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joshua Allan Kennon offer?
Joshua Allan Kennon specializes in Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Joshua Allan Kennon's credentials?
Joshua Allan Kennon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Allan Kennon located?
Joshua Allan Kennon is based in NEWPORT BEACH, California, working with KENNON-GREEN & COMPANY, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Joshua Allan Kennon charge for services?
Joshua Allan Kennon's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KENNON-GREEN & COMPANY, LLC?
KENNON-GREEN & COMPANY, LLC has approximately 4 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at KENNON-GREEN & COMPANY, LLC

Aaron Michael Green
NEWPORT BEACH, CA

More Advisors in NEWPORT BEACH, California

Shawn Kim
HOLLENCREST CAPITAL MANAGEMENT, LLC·NEWPORT BEACH, CA
Morgan Robert Christen
SPINNAKER INVESTMENT GROUP, LLC·NEWPORT BEACH, CA
CFPCFA
Brittany Danielle Slater-Gautreau
CLARITY CAPITAL PARTNERS·NEWPORT BEACH, CA
Surya Joshua Kane Metzler
NEWPORT WEALTH ADVISORS, INC.·NEWPORT BEACH, CA
Laine Ryhiner Ainsworth
BEACON POINTE WEALTH ADVISORS, LLC·NEWPORT BEACH, CA
Stephen John Peterson
ELEVATE CAPITAL GROUP, LLC·NEWPORT BEACH, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)MENLO PARK (92)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideIRVINE GuidePASADENA Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile