James Kennally

Biography

As a Wedbush Financial Advisor, I am dedicated to the highest standards of integrity and professionalism through service to my clients. With over 30 years of industry experience, I make it a priority to work closely with my clients and learn about their short-term and long-term goals. My goal is to utilize all of the resources we have to offer, which include: custom tailored portfolios, estate planning, education planning, and risk management services. Prior to working with Wedbush, I worked at Sherwood Securities for 16 years where I learned how to add value to my portfolios by utilizing financial technology. I bring my trading experience which adds value to The Kennally Group through custom portfolio management services tailored to your financial needs.

PRESIDENTS CLUB

 

Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.

SPECIALIZATIONS

• Asset Management
• Financial Planning
• Mutual Funds
• Portfolio Structure & Management
• Retirement Planning
• Stocks and Bonds
• Wealth Management

Credentials

• Series 7, 24, 55, and 63 licenses

Mission Statement