Mission Statement
To be the professional organization founded and sought via integrity, trust, dedication, along with a true committment to excellence in service.
Jack is a CERTIFIED FINANICAL PLANNER TM , Accredited Asset Management Specialist and Certified Wealth Manager. Jack has assisted individuals and business owners build solid wealth management plans for the past 17 years. Jack is the President of Kennedy Investment Group, and Raymond James Branch Manager and Executive Vice President of Kennedy Insurance Services. Jack holds securities licenses series 7, 9, 10, 63 and 65. Jack is registered in 29 states and holds Life, Health, Property and Casualty Insurance Licenses.
Jack earned a B.A. from Rutgers University. Jack currently serves as Trustee of the Greater Woodbury Chamber of Commerce and Chairman of the Business Round Table, Jack has been a member of The Kiwanis Club of Woodbury for 16 years. Jack delivers the daily business radio report, 10:25 am, on KYW News Radio 1060 AM.
Jack is married to Lorrie; they have three children, Jack, Reagan & Taylor.
Kennedy Investment Group, and Kennedy Insurance Services are independent of Raymond James.
Valerie has been in the financial services industry for 33 years. Valerie is a financial advisor and client services & operations manager. Valerie continues to raise the bar and set a new standard for customer service. Valerie takes full ownership of our client’s needs and concerns and is committed to delivering solutions. Valerie is the Chief Operations Officer of Kennedy Investment Group. Valerie holds securities licenses series 7, 9, 10, 63 and 65.
Valerie earned a B.S. from Rutgers University. Prior to joining our Team, Valerie was Vice President of Summit Bank and served as the Regional Market Manager.
Valerie is married to Bob: they have one child; Kendal
Jim is dedicated to educate and develop a financial plan that is unique to the personalized goals and objectives of each of his clients. Jim is Vice President of Kennedy Investment Group. Jim has attained the Wealth Management Designation from Kaplan University. Jim holds securities license series 7,63 & 65. Jim holds Life, Disability and Health Insurance Licenses.
Jim earned his B.A. from Rutgers University. Jim has been a long time resident of Gloucester County and is very active within the community. He is an active member, serves on the Board of Directors and is Past President for the Rotary Club of Woodbury, an Active member and Past President of the Greater Woodbury Kiwanis Club. He is a Panel member for the Allocation Committe for the United Way of Gloucester County. A member of the Greater Woodbury Chamber of Commerce.
Jim resides in woodbury Heights with his wife, Jennifer and two daughters, Brooke & Bryn.
Bob has been in the financial services industry for 6 years. Bob is a Certified Financial Planner ® and client services associate. Bob’s responsibilities include portfolio monitoring, position maintenance and communicating the investment expectations and results with our client’s investment portfolios.
Bob earned a B.S. from Penn State University. Bob is the President Elect of The Woodbury Breakfast Rotary. Bob is an active member of Florence Lodge 87, Free and Accepted Masons.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.
