James Kennedy (CRD# 4963157) is an Investment Advisor Representative working at Fmsa in Delray Beach, FL and has 1 year of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fmsa | Delray Beach, FL | Jan 2023 - Current | 1 |
| Kennedy Mortgage, LLC | Delray Beach, FL | Aug 2021 - Current | 2 |
| Kennedy Real Estate, LLC | Delray Beach, FL | Jun 2014 - Current | 9 |
| Pfeffer Real Estate, LLC | Maple Grove, MN | Jan 2008 - Current | 16 |
| Allstate Home Mortgage | Eden Prairie, MN | Feb 2021 - Aug 2021 | < 1 |
| Southwest Funding, LP | San Antonio, TX | Jul 2019 - Feb 2021 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- FL
-
Total Assets Under Management169MILLIONS
-
Total Number of Accounts1,417ACCOUNTS
-
Average Account Value$119,452
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, IA, LA, TX
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