Jack W. Kennedy III, CFP®, AAMS®
Founder, CEO
Specializes in:
• Corporate and Business Planning
• Estate, Trust and Legacy Planning
“A successful financial plan should never be measured to the market, it should always be measured toward the outcome.”
Jack W. Kennedy III is the Founder and CEO of Kennedy Investment Group and Kennedy Insurance Services. His professional certifications include: CERTIFIED FINANCIAL PLANNER™ professional and Accredited Asset Management Specialist. He currently holds a securities license Series 65, as well as Life, Health, Property, and Casualty Insurance licenses. Jack is registered in thirty-five states.
For the past thirty 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. Jack has also been named to Forbes Magazine’s list of America’s Best-in-State Wealth Advisors* for four consecutive years. A prestigious honor, the list recognizes advisors from national, regional and independent firms from around the country.
Jack is married to Lorrie, his wife of twenty-seven 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.
The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors’ location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. 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 see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
Every month, I page through articles trying to uncover relevant content for our monthly newsletter. As of early yesterday, I had chosen and committed to "Eight Essentials Documents for Your Estate Plan." Then, suddenly an amazing friend and client of over 20 years changed my entire perspective of this month's
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.Estate planning is more than just creating a will. Here’s a look at the different documents you may need to prepare for yourself
Mark your calendar with important deadlines for taxes, savings account contributions and required minimum distributions.Schedule some time to check in on your accounts, organize important documents and review your credit report.Spring 2021 market closuresApril 2: Good FridayMay 31: Memorial DayDates to rememberApril 15: Tax day – the deadline to file
Financial aid is essential for many families, even more so now in light of COVID-19. How much do you know about this important piece of the college financing puzzle? 1. If my child attends a more expensive college, we'll get more aid Not necessarily. Colleges determine your expected family contribution,
In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation included a provision that allowed qualified retirement plan participants and IRA account holders to take penalty-free early distributions totaling no more than $100,000 between January 1 and December 31, 2020. If you took advantage
Steve Corbo
Alexandra Rao
Maggie Slivinski
Alexa Comey
Gene Donato
Henry (Hank) J. Schroeder, CFP®
Diane Gallagher
Scott Bernstiel
Chrissy Carpenter
David Strout
Keith R. Hering AAMS®, CRPS®, CIMA® 
Marjorie Onuwa