Meet Your Senior Financial Advisor: Jeff Kennedy
Credentials: Series 6, Series 7, Series 63, Series 65
Jeff Kennedy is the founder and president of Kennedy Wealth Group. Jeff is an industry veteran with over eighteen years of experience in the financial and wealth management space. While he has a broad range of clients, his focus is on helping the astute investor to mitigate taxes and protect the core of their retirement lifestyle portfolios.
Jeff’s professional achievements have focused mainly on the research, design, and development of investor portfolios. By focusing on long-term growth via alternative investment strategies with an emphasis on the tax consequences of an investment portfolio/strategy, he has been consistently recognized by his peers and clients for his ingenuity.
As a former navy pilot who fought to protect our country, his formal training has helped guide his interaction with clients similar to how he flew fighter aircraft in the US Navy. He strives to target effective opportunities in the marketplace while maintaining the flexibility to get out of harm’s way when necessary. Jeff is an industry leader and is regularly recognized as one of the top-performing financial advisors in the country.
His outstanding qualities also make him a prominent, sought-after presenter for retirement education and peer instruction. His professional credentials include being an Investment Advisor Representative, and he holds Series 6, Series 7, Series 63, and Series 65 registrations, together with a Life, Health, and Annuity Insurance licenses.
When not delivering excellent advice to his clients, Jeff is a dedicated family man who spends quality time enjoying life with his wife and children. He and his wife, Brittney, have also created a mission organization to help the less fortunate.
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