John Kennedy, financial advisor Ventura CA

John Kennedy

CRD Number: 2925347
Current Firm: D.a. Davidson & Company

John Kennedy (CRD# 2925347) is an Investment Advisor Representative working at D.a. Davidson & Company in Ventura, CA and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
D.a. Davidson & Co Los Angeles, CA Jul 2014 - Current 5
Bank Of America / Merrill Lynch Santa Barbara, CA Sep 2012 - Jun 2014 1
Avenndi, LLC Valencia, CA Sep 2001 - Aug 2012 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2001
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for John G. Kennedy
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    17,105
    MILLIONS
  • Total Number of Accounts
    53,308
    ACCOUNTS
  • Average Account Value
    $320,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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