Jacob Kennedy, AWMA®, CFP®

VP - Financial Consultant

+1 513-361-8616

Financial credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant Partner, Charles Schwab, 2019-2021
  • Workplace Planning & Advice II, Fidelity Investments, 2015-2019
  • Financial Representative, Fidelity Investments, 2013-2015

Education

  • University of Cincinnati, Bachelor of Arts Liberal Arts
  • Xavier University, Executive Certificate in Financial Planning

Personal interests and affiliations

  • Good Samaritan College of Nursing - Board of Directors, 2022-Present

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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