Jack W. Kennedy III of Kennedy Investment Group Named to Forbes' List of Best-in-State Wealth Advisors for the 2nd Consecutive Year
WEST DEPTFORD, N.J., February 23, 2021 (Newswire.com) - Kennedy Investment Group (KIG), a premier financial services and investment company based in West Deptford, NJ, announced today President and CEO, Jack W. Kennedy III has once again been named to Forbes Magazine's 2021 list of America's Best-in-State Wealth Advisors. A prestigious honor, the list recognizes advisors from national, regional and independent firms from around the country. More than 32,000 advisors were researched, interviewed, and assigned a ranking based on an algorithm of qualitative and quantitative criteria.
"This recognition is not only an honor for me but a humbling and fitting testament to the client-centric culture that our entire team aspires to every day," said Jack W. Kennedy III, CFP®, AAMS, President and CEO of Kennedy Investment Group and Kennedy Insurance Services, Raymond James Branch Manager, Registered Principal and Financial Planner. "We pride ourselves in truly making a difference in the lives of our clients and fulfilling our 'Financial Care for Life' promise at every opportunity."
The Forbes Best-In-State Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews and quantitative data. To be considered, advisors must have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more information.
To learn more about Kennedy Investment Group and their broad suite of financial planning and wealth management solutions, visit www.KennedyInvestmentGroup.com.
Media Contact
Valerie A. Angiollilo
Executive Vice President, KIG
Financial Advisor, RJFS
196 Delaware Street
West Deptford, NJ 08086
Tel: 856.853.0400
[email protected]
About Kennedy Investment Group I Founded in 2004, Kennedy Investment Group is a premier provider of financial planning and wealth management solutions. With over 150 years of combined financial services experience, we passionately deliver a broad range of innovative and personal client services driven by a singular promise - financial care for life. For more information, please visit KennedyInvestmentGroup com.
196 Delaware Street, West Deptford, NJ 08086 | 856.853.0400
Kennedy Investment Group and Kennedy Insurance Services are not registered broker-dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Source: Kennedy Investment Group
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Tags: asset management, CERTIFIED FINANCIAL PLANNER, Financial Care for Life, financial planning, financial planning and wealth management, Forbes Magazine's 2021 list of America's Best-in-State Wealth Ad, Jack W. Kennedy III, Kennedy Investment Group, KIG, Raymond James Financial Services, SHOOK Research
