Jonathan Earl Kennedy

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 11/2021
  Next Financial Group
  Houston, TN
• 11/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-02-11 → 2021-11-22
  Next Financial Group, Inc.
  Houston, TX
  Richmond, VA
• 2010-12-09 → 2013-02-12
  Woodbury Financial Services, Inc.
  Richmond, VA
  Timonium, MD
  Richmond, VA
• 2009-03-10 → 2010-12-10
  Principal Securities, Inc.
  Midlothian, VA
  Richmond, VA
• 2007-03-21 → 2009-02-26
  New England Securities
  Richmond, VA
  Richmond, VA

Other Businesses

1) STRENGTHENING ENDEAVORS LLC, 5012 Monument Avenue Suite 101 Richmond VA 23220, 04/2007, OWNER, COACHING BUSINESS, NIR, 20 HR/MONTH 20 HR/MONTH TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA, 11/2021, INV REL, 160 HR/MO 120 HR/MO TRADING 3) JONATHAN KENNEDY, 5012 MONUMENT AVENUE SUITE 101 RICHMOND VA 23220, 12/2021, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 10 HR/MO 10HR/MO TRADING 4) PURE WATER VIRGINIA, 5604 W BROAD STREET RICHMOND VA, 11/2022, INVESTOR, NIR, 6 HR/MO 4 HR/MO TRADING 5) TREVENNEDY LLC, 11064 MILL POND LANE MECHANICSVILLE VA 23116, 04/2005, OWNER, REAL ESTATE, NIR, 1 HR/MO 0 HR/MO TRADING 6) ENDEAVOR CAPITAL, LLC, 5012 Monument Avenue, Suite 101, Richmond VA 23230, United States, 11/01/2024, IAR, DBA Name, INV REL, 40 HR/MO 40HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-09
• S63 Uniform Securities Agent State Law Examination
  2002-10-25

Other Names

• Jonathan E Kennedy
• Jonathan E Kennedy