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James Roy Kennedy

SMART MONEY GROUP, LLC·EASTLAND, Texas
SIE, Series 6, Series 7, Series 63Clean record29 years registeredSMART MONEY GROUP, LLC
106 SOUTH SEAMAN, EASTLAND, TX 76448CRD# 1961588Firm CRD# 284187

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Roy Kennedy · EASTLAND, TX
Registration
CRD #1961588 · SMART MONEY GROUP, LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

SMART MONEY GROUP, LLC
Aug 2016 – present
VSR ADVISORY SERVICES
Feb 2003 – Jul 2016
EASTLAND, TX
THE MASTERS, INC.
Feb 1997 – Feb 2003
EASTLAND, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · February 24, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SMART MONEY GROUP, LLC
CRD 284187 · SEC 801-107979
AUM
$286M
Regulatory assets under management
Employees
21
1,460 client accounts
Services offered by SMART MONEY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SMART MONEY GROUP, LLC →
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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 at SMART MONEY GROUP, LLC

Aaron Neal Kennedy
EASTLAND, TX
CFP
Bradley Donald Foos
EASTLAND, TX
ChFC
Angela Nicole Kennedy Robinson
EASTLAND, TX
CFPChFC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
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Research
Advisor Fees in TexasNational Fee Analysis
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