James Kennedy

As a New Jersey native, James Kennedy has worked in the financial
industry for over a decade, with both small brokerage firms on Wall
Street, as well as large financial institutions.

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Now a Fort Wayne, IN, resident, Mr. Kennedy’s top priority is to thoroughly understand the goals and dreams of each client, and help keep them on track toward the secure, independent retirement they deserve. His continuous focus on shaping custom retirement plans that match the needs of each client truly embodies the Howard Bailey philosophy of a “Purpose-Based Retirement”, and allows both pre-retirees and retirees to walk through their golden years with ease.

James graduated from Wagner College in 2007 with a Bachelor’s degree in business administration and concentration in finance, and is a member of the International Honor Society in Business, Delta Mu Delta. In addition, Mr. Kennedy is a CERTIFIED FINANCIAL PLANNER™ candidate, Mr. Kennedy is an Investment Advisor Representative and currently holds his Series 65 license designations, as well as his life, accident and health insurance licenses.

In his spare time, James enjoys spending time with his fiancée, Amber,
and their family.

To schedule a time to discuss your financial future, contact us at info@howardbailey.com or call us at (866) 482-9559 today!
 

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Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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