Kennedy Investment Group

Kennedy Investment Group

One passion. One promise. One experienced team committed to your success. Member FINRA/SIPC

Important Disclosure Information: http://raymondjames.com/smicd.htm

Some of the services provided by Kennedy Investment Group include:

- Asset Allocation
- Asset Management
- Estate Planning
- Financial Planning
- Mutual Funds
- Retirement Planning
- Stocks and Bonds
- College Planning
- Tax Planning
- 401(k) Solutions

Securities offered through Raymond James Financial Services, Inc.

20/06/2024

Happy 1st Day of Summer! Where is your favorite beach destination? 🏖️☀️

19/06/2024

Help us wish our Founder/CEO Jack W. Kennedy, III a Happy Birthday. Here’s to another year of success, health, and happiness, Jack. Enjoy your day!

-KIG Family

16/06/2024

💙

14/06/2024

Happy Flag Day from all of us at KIG 🇺🇸
Today, we honor the stars and stripes and celebrate the spirit of unity and freedom they represent. We are proud to share this day with you.

10/06/2024

A day late but the guy we can celebrate everyday. 🎉
Help us wish Hank a Happy Birthday!

05/06/2024

~ Welcome ~ James Messner, CFA, FRM, a Senior Portfolio Strategist at KIG. Jim brings over 14 years of industry experience to the firm, providing research and strategic oversight for our clients’ investment portfolios.

Jim earned his B.S. in finance from Rutgers University and entered the industry at JP Morgan Chase in the Foreign Exchange Department. After JP Morgan, he spent 10 years at Glenmede Investment Management, where he was a Research Analyst specializing in Derivatives and Risk Mitigating Strategies. Jim holds the Chartered Financial Analyst designation, a rigorous self-directed program testing a candidate’s knowledge across a wide variety of topics in Investments and Portfolio Management. He also holds the Financial Risk Management designation, a similar program focused on the risk management aspects of investing.

When not in the office, Jim enjoys spending time with his wife Ashley and their three children, James, Grace, and Evelyn.

03/06/2024

Happy June! Help us gather goods for The Food Bank of South Jersey this summer. We invite you to stop by our office throughout June and drop off your donations. Let’s help feed local children this summer when school lunches are not available. Thank you all in advance. Here’s to a happy, healthy summer ahead.

27/05/2024

Today, and everyday, we remember, with gratitude, all of those who served for our country and our freedom.

Photos from Kennedy Investment Group's post 25/05/2024

Happy National Wine Day! 🍷 We hope you are enjoying the holiday weekend while opening your favorite wine bottle.

P.S say hello to Merlot our newest addition to our family debuting this summer at Kennedy Cellars.

21/05/2024

A huge THANK YOU to our family, friends, and clients of KIG who helped us reach our 5,000 lb goal during our 8th Annual Shredding for Awareness that took place this April & May.

Please join us this June to support our Summer Food Drive happening soon! More information on our story!

16/05/2024

⭐️ 20th Anniversary of Kennedy Investment Group being an Independent Firm ⭐️

A short message from the President -

“Seven years ago, my family, and I made the decision to relocate from Pittsburgh to West Deptford, NJ, driven by our belief in the core principles of Kennedy Investment Group – placing our clients’ needs and outcomes before our own. I am immensely proud of how far we have come together, and I am filled with optimism for the future. Here’s to celebrating 20 years of partnership, and too many more years ahead. Thank you for allowing us the privilege of accompanying you on your financial journey.”

Henry Schroeder

A short message from the Founder -

“As we reflect on our journey from humble beginnings to where we stand today, I am filled with profound gratitude and sense of accomplishment. I am grateful beyond words for those early supporters who saw something in me, who believed in our vision, even when it was just a flicker of possibility. They ignited a spark within me that continues to burn brightly, fueling my passion, for what I do every day. Thank you for being a part of our story, for entrusting us with your financial aspirations, and for allowing us the privilege of serving you. Our journey continues, and I am honored to have you by our side, every step of the way.”

Jack W. Kennedy III

12/05/2024

“Where there is love, you’ll find a mom.”
Happy Mother’s Day! 🌞

05/05/2024

Happy 🪅 CINCO DE MAYO 🪅 fiesta like there’s no mañana!

01/05/2024

Help us wish Gene a Happy Birthday. 🎉 Our team at KIG could easily celebrate you everyday. We hope your day is as great as you.

23/04/2024

Breaking News 🚨 SHREDDING FOR AWARENESS ‼️ has been extended into May in hopes to reach our goal of 5,000 pounds. Join us this month and the first two weeks in May!

22/04/2024

“The Earth is what we all have in common.”
Wendell Berry
Celebrate Earth Day with us today and ~ everyday ~ 🌎

15/04/2024

A sunny day reminder that today is Tax Day. Mark your calendars and remember to pay your taxes!

Photos from Kennedy Investment Group's post 08/04/2024

“Health is wealth.” Ralph Waldo
Yesterday we celebrate World Health Day. Today, and everyday we strive to be more active, stay involved, and take care of ourselves. It’s a beautiful day to start.
🌎

Photos from Kennedy Investment Group's post 03/04/2024

This time last week our team was at for some good old competition and fun. Who’s swing do you want to see? Let us know in the comments below. ⬇️ ⛳️

02/04/2024

On this World Autism Awareness Day, for the love of our children let us spread awareness and increase opportunities for children with autism. Today, and everyday.

Please join us this month for our 8th Annual Shredding Event, in hopes to donate $5,000 to the Mt. Laurel Board of Education Harrington School Autism/Sensory Classrooms. See our last post for additional information. Thank you in advance for all of your support!

01/04/2024

Our 8th Annual Shredding for Awareness is here! Stop by our office today with those documents you’ve been waiting to shred to help us reach our $5,000 goal.
⭐️ 1 pound = $1 | Ready, set, go!

31/03/2024

KIG would like to wish everyone a Happy Easter! 🐰🐣


To learn more about us, visit https://kennedyinvestmentgroup.com

29/03/2024

A beautiful day to oil our bull, Atlas. 🌞

29/03/2024

✨In observance of the holiday, our office is closed today and will re-open on Monday, April 1st.✨


To learn more about us, visit https://kennedyinvestmentgroup.com

25/03/2024

✨Get To Know KIG✨

When asked what motivates you, Jack answered:
“Making a difference in the lives that count on me the most!”


To learn more about us, visit https://kennedyinvestmentgroup.com

19/03/2024

Happy First Day of Spring! 🌷


To learn more about us, visit https://kennedyinvestmentgroup.com

17/03/2024

May the luck of the Irish be with you today! ☘


To learn more about us, visit https://kennedyinvestmentgroup.com

15/03/2024

Just as a friendly reminder, KIG’s Shred for Awareness Event begins on April 1st. Feel free to start gathering those unwanted documents and drop them off during the month of April to support a great cause!

11/03/2024

Our 8th Annual Shredding for Awareness is right around the corner. We need you to help us reach our $5,000 goal this year. Remember, 1 pound = $1 Donation. Will we see you this April? Thank you in advance for the support.

10/03/2024

🌸 Don’t forget to set your clocks! 🌸


To learn more about us, visit https://kennedyinvestmentgroup.com

Telephone

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 16:00