Private Wealth Management
Successful transition of client assets nearing $50 million as a newly Independent financial advisor, starting in December of 2013 with LPL Financial and Financial Advocates.
Jan 2013 - Dec 2014
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Ben Kennedy Email & Phone Number
Providing brands reach, traffic, and sales.
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Role
Providing brands reach, traffic, and sales.
Location
Seattle, Washington, United States
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Ben Kennedy is listed as Providing brands reach, traffic, and sales. based in Seattle, Washington, United States. AeroLeads shows a matched LinkedIn profile for Ben Kennedy.
Ben Kennedy previously worked as Private Wealth Management at Tallus Capital Management and Financial Advisor, VP Investments at Jpmorgan Chase & Co.. Ben Kennedy holds Bachelor Of Business Administration (B.B.A.), Finance And Economics from University Of Washington, Michael G. Foster School Of Business.
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About Ben Kennedy
Ben Kennedy is a Providing brands reach, traffic, and sales..
3 roles
Ben Kennedy work experience
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Financial Advisor, Vp Investments
Growing the banks share of wealth management clients and assets under management. •Covered 4 offices with each office exceeding $1million per month in sales• Half a million in revenue per year within 3 years at JPMC• 2010, 2011, 2012: Leader in net new money, sales and revenue for the PNW region • 2010, 2011, 2012: "Advisor of the Year" - JP Morgan Securities, PNW region (40 offices) • October 2013: Nationally ranked within the top 25% of advisors at JP Morgan Securities [based on overall production / sales & revenue]
Apr 2010 - Jan 2013
Financial Advisor
Successfully completed and obtained all required FINRA & SEC licenses including Series 7, Series 66 and Rule 144 specialist. Responsible for the discovery and acquisition of new client relationships, financial planning, portfolio analysis and management.
May 2008 - Apr 2010
1 education record
Ben Kennedy education
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What is Ben Kennedy's role at their current company?
Ben Kennedy is listed as Providing brands reach, traffic, and sales..
Where is Ben Kennedy based?
Ben Kennedy is based in Seattle, Washington, United States.
What companies has Ben Kennedy worked for?
Ben Kennedy has worked for Tallus Capital Management, Jpmorgan Chase & Co., and Morgan Stanley Smith Barney.
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What schools did Ben Kennedy attend?
Ben Kennedy holds Bachelor Of Business Administration (B.B.A.), Finance And Economics from University Of Washington, Michael G. Foster School Of Business.
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