Adviser and broker representative · Smart Money Group, LLC
James R. Kennedy
CRD 1961588 · Eastland, TX
At a glance
James R. Kennedy is an investment adviser representative with Smart Money Group, LLC in Eastland, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 1997, about 29 years ago. James is also registered as a broker representative.
Current advisory firm
- Smart Money Group, LLCSince August 2016Eastland, TX · $424M in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.