Unclaimed Profile

John William Kennedy

KENNEDY INVESTMENT GROUP, INC.·WEST DEPTFORD, New Jersey

SIE, Series 7, Series 9, Series 10, Series 63, Series 65CFP21 years registeredKENNEDY INVESTMENT GROUP, INC.

196 DELAWARE STREET, WEST DEPTFORD, NJ 08086CRD# 2453669Firm CRD# 322605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John William Kennedy · WEST DEPTFORD, NJ

Registration

CRD #2453669 · KENNEDY INVESTMENT GROUP, INC. · 21 years registered

Brand Profile

Not yet started

Career History

KENNEDY INVESTMENT GROUP

Sep 2022 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Oct 2022

WEST DEPTFORD, NJ

RAYMOND JAMES FINANCIAL SERVICES

Apr 2005 – Jan 2009

WEST DEPTFORD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · April 27, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

2002Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KENNEDY INVESTMENT GROUP, INC.

CRD 322605 · SEC 801-126404

AUM

$469M

Regulatory assets under management

Employees

2,452 client accounts

Services offered by KENNEDY INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KENNEDY INVESTMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does John William Kennedy offer?

John William Kennedy specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WEST DEPTFORD, New Jersey for a consultation.

What are John William Kennedy's credentials?

John William Kennedy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John William Kennedy located?

John William Kennedy is based in WEST DEPTFORD, New Jersey, working with KENNEDY INVESTMENT GROUP, INC.. Their office serves clients in the WEST DEPTFORD metropolitan area and surrounding communities.

How does John William Kennedy charge for services?

John William Kennedy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KENNEDY INVESTMENT GROUP, INC.?

KENNEDY INVESTMENT GROUP, INC. has approximately 11 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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