Ken Kennedy
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Brigham City, UT 84302
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
41 years
Expertise
Retirement income strategy
Charitable giving & philanthropy
General retirement planning
Wealth management
Work history
Edward D. Jones & CO., L.P.
1984 - Present (42 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Matthew K
CFP®, ChFC®, Series 66
Brigham City, UT
Edward Jones
Daniel K
Series 66
Brigham City, UT
Edward Jones
Peter S
Series 66
Brigham City, UT
Edward Jones
Jeffrey O
CFP®, ChFC®, Series 66
Logan, UT
Edward Jones
Jakob M
Series 63, Series 66
Nibley, UT
Fidelity
Jakob Mohr is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within the company since 2021, including Investment Solution Representative III, Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Customer Relationship Advocate. Jakob focuses on helping individuals and families with their financial planning by understanding their lives and co-creating plans to pursue their financial goals. He aims to help clients feel confident and comfortable with their financial plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jakob enjoys family activities, golf, skiing, and traveling.
Ryan H
Series 66
Mantua, UT
First Command Advisory Services
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