Jack W. Kennedy III, CFP®, AAMS, CWM
President, CEO – Kennedy Investment Group & Kennedy Insurance Services
Branch Manager, Financial Planner – RJFS
Specializes in:
• Corporate and Business Planning
• Estate, Trust and Legacy Planning

Jack W. Kennedy III is the President and CEO of Kennedy Investment Group and Kennedy Insurance Services. He also serves as Raymond James Branch Manager, Registered Principal, and Financial Planner. His professional certifications include: CERTIFIED FINANCIAL PLANNER™ professional and Accredited Asset Management Specialist. He currently holds securities license Series 7, 9, 10, 63 and 65, as well as Life, Health, Property, and Casualty Insurance licenses. Jack is registered in thirty-five states.
For the past twenty-seven years, Jack has been successfully delivering wealth management plans and solutions to select businesses and families throughout the Northeast. He and his team are fully devoted to working with individuals and business owners to build solid wealth management plans in a culture of dedication and service that exceeds industry standards and expectations.
Jack earned a Bachelor degree from Rutgers University while studying prelaw. Jack currently serves as Chairman of the KIG Charitable Foundation Committee and is a Board Member of the Children’s Continuum of Care. He has earned membership into the Raymond James Financial Services, Inc. Chairman’s Council. Chairman’s Council honors are presented only to those financial advisors who have demonstrated an unparalleled commitment to personal service and professional integrity. Membership is based on prior fiscal year production, and re-qualification is required annually. Members of the Chairman’s Council represent the top echelon of the firm’s financial advisors, which is a privilege limited to a select few.
Jack is married to Lorrie, his wife of twenty-four years. They have three children: Jack, Reagan, and Taylor. His interests outside of family, career, and community include an appreciation for golf, travel, boating, wine making and art.
*Membership is based on prior fiscal year production. Re-qualification is required.