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Investment adviser representative · Safe Harbor Financial Planning & Investment Advisory, LLC

James B. Kennedy

CRD 5725486 · Statesboro, GA

At a glance

James B. Kennedy is an investment adviser representative with Safe Harbor Financial Planning & Investment Advisory, LLC in Statesboro, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2009, about 16 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • Safe Harbor Financial Planning & Investment Advisory, LLCSince October 2009Statesboro, GA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2009 (16 years)
Designations
Certified Financial Planner
Exams
–
Registered in
1 state
Also a broker representative
No
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
Locked
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.