John F Kennedy

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 09/2010 → 02/2017
  G.A. Repple & Company
  Casselberry, FL
• 01/2013 → 02/2018
  Mosaic Wealth Management
  Winter Springs, FL
• 02/2017 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 09/2016 → 12/2016
  Cfc Arts
  Winter Springs, FL
• 08/2016 → 08/2018
  Orange County East Rotary Foundation
  Winter Springs, FL
• 02/2017 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2011-02-11 → 2017-02-06
  G. A. Repple & Company
  Winter Springs, FL

Other Businesses

(1) DBA - Candor Path Financial - 525 Sybelia Pkwy Suite 212, Maitland, FL 32751, STARTED FEB. 2018. FINANCIAL PLANNING, INVESTMENT RELATED, 180 HR/MO, MOST DURING TRADING HRS., COMMISSIONS & FEES; (2) SALES OF FIXED INSURANCE PRODUCTS WITH VARIOUS INSURANCE COMPANIES, NON INVESTMENT RELATED, 10 HRS/MO, SOME DURING TRADING HRS., COMMISSIONS ; (3) REAL ESTATE LICENSE, FL - CURRENTLY NOT ACTIVE IN THE INDUSTRY., NON INVESTMENT RELATED.; (4) CandorPath Estate Planning Services; non-investment related; address: same as branch; design and creation of estate plans; officer; start date: 3/1/2020; 10 hours per month during trading hours; working with attorneys to create estate plans (5) JF Kennedy & Associates, LLC;  Holding company; 103 Arrowhead Court Winter Springs, FL 32708; ??? Not investment related; Owner / Holding company for Candor Path Financial; Start Date: 2/17/2017; 0 hours during trading. (6) BEHR Holdings, LLC; Real Estate Holding Company; 525 Sybelia Parkway Suite 212 Maitland, FL 32751; Not investment related; Co-Owner; Holding Company to purchase real estate; Start Date: 6/18/2025; 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2011-02-04

Designations

• Certified Financial Planner

Other Names

• John Francis Kennedy