John Kennedy, CFA

John Kennedy, CFA
Financial Advisor

(213) 244-9331

jkennedy@dadco.com

www.johnkennedycfa.com

 

John offers customized investment advice, financial planning and value-added services to businesses, institutions, executives and their families.

With over 20 years of experience in the financial services industry, John has held a number of positions in investment management, corporate finance, and strategic management consulting. He is skilled in acting as a senior advisor to executives, institutional investors, and companies in the United States, Asia and Europe.

John has completed the Chartered Financial Analyst Program and is a CFA® charterholder. He is also an active member of the CFA® Institute and the CFA® Society of Los Angeles. A graduate of the University of California at Santa Barbara, he received his bachelor's degree in business economics and a certificate in accounting. Additionally, John has completed the Series 7, 65, 66 and CPA examinations.

John enjoys working with clients who value foresight and diligence in security selection, portfolio development, and ongoing stewardship. He believes close attention should be given to clients' individual needs with respect to financial goals, estate planning, asset allocation, and wealth accumulation and preservation strategies. John utilizes a team approach with high net worth clients to meet a wide array of demands while delivering outstanding services and access to an esteemed network of professionals.

SERVICES

  • Investments
  • Financial Planning
  • Portfolio Management
  • Executive Services
  • Estate Planning
  • Retirement Planning
  • Davidson Insurance
  • D.A. Davidson Trust Company

AVAILABILITY

John meets with clients and prospective clients at D.A. Davidson's Santa Barbara, Ventura, Encino, Los Angeles, Pasadena and Long Beach offices or offsite locations. Weekend and evening appointments are available upon request.