Kennedy Investment Group
April 19, 2022 8:00 ET
Kennedy Investment Group’s Jack W. Kennedy III Named for Third Consecutive Year to Forbes’ List of Top Wealth Advisors
WEST DEPTFORD, NJ, April 19, 2022 – 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 been named to Forbes’ 2022 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. Out of approximately 34,925 nominations, the annual ranking spotlights more than 6,500 advisors who are researched, interviewed, and assigned a ranking based on an algorithm of qualitative and quantitative criteria. The recognition marks the third consecutive year Kennedy has been named to the Forbes list.
“Our ‘Financial Care for Life’ promise drives everything we do at KIG. It stands as an unwavering promise to make a difference in the lives of our clients and deliver the highest level of financial care and planning,” 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. “This is a collective achievement for the entire KIG team and the passion and commitment they demonstrate each and every day.”
To learn more about Jack Kennedy and Kennedy Investment Group’s broad suite of financial planning and wealth management solutions, visit www.KennedyInvestmentGroup.com.
Kennedy Investment Group
Valerie A. Angiollilo
Executive Vice President, KIG
Financial Advisor, RJFS
196 Delaware Street
West Deptford, NJ 08086
About Kennedy Investment Group
Founded in 2004, Kennedy Investment Group is a premier provider of financial planning and wealth management solutions. With over 168 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 is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services 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.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered 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 practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 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 info.