AUMdb
JB

James Brian Kennedy

CRD 5725486 Certified Financial Planner

Firms

FirmRoleAs of
Safe Harbor Financial Planning & Investment Advisory, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗