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James Roy Kennedy

SMART MONEY GROUP, LLC·EASTLAND, Texas
Unclaimed Profile
106 SOUTH SEAMAN, EASTLAND, TX 76448CRD# 1961588Firm CRD# 284187
01

About

James Roy Kennedy is a registered financial advisor based in EASTLAND, Texas, affiliated with SMART MONEY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SMART MONEY GROUP, LLC
SMART MONEY GROUP, LLC
AUM
$286M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at SMART MONEY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1961588
Firm CRD# 284187
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Roy Kennedy offer?
James Roy Kennedy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EASTLAND, Texas for a consultation.
What are James Roy Kennedy's credentials?
James Roy Kennedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Roy Kennedy located?
James Roy Kennedy is based in EASTLAND, Texas, working with SMART MONEY GROUP, LLC. Their office serves clients in the EASTLAND metropolitan area and surrounding communities.
How does James Roy Kennedy charge for services?
James Roy Kennedy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMART MONEY GROUP, LLC?
SMART MONEY GROUP, LLC has approximately 21 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EASTLAND
Bradley Donald Foos — SMART MONEY GROUP, LLCAaron Neal Kennedy — SMART MONEY GROUP, LLCAngela Nicole Kennedy Robinson — SMART MONEY GROUP, LLCJennifer Faye Isham — SMART MONEY GROUP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
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