Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Jacob Kennedy

San Diego

Summary

Client-focused financial advisor with a physics background and a proven record advising high-net-worth clients. Skilled in public and private market investments, retirement planning, and executive compensation strategies. RICP® designated, with a history of leading advisory teams, building strategic peer networks, and thriving in high-pressure environments through research-driven, disciplined execution.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Financial Advisor

Park Avenue Securities/Guardian
02.2021 - Current
  • Advised and built strong relationships with 100+ clients across 41 states on customized investment, insurance, and retirement strategies.
  • Worked closely with very high-net-worth individuals to guide asset allocation and financial planning.
  • Led the “New Org” advisor cohort in total revenue during first two years, demonstrating early leadership and business development strength.
  • Designed and implemented 401(k) and deferred compensation plans for business owners and key executives.

Bartender

Avante Garde Events
07.2019 - 02.2021
  • Delivered high-level client service during private and corporate events in dynamic, high-volume settings.
  • Managed bar operations, inventory, and setup logistics while maintaining premium hospitality standards.

Law Intern

Long and Levit LLP
05.2015 - 08.2015
  • Worked closely with attorneys on case research to prepare for trial.
  • Reviewed legal information and proofed documentation for errors.

Fly Fishing Guide

Baranof Wilderness Lodge
05.2014 - 08.2014
  • Guided clients through remote fishing excursions while ensuring safety and client experience.
  • Instructed guests on fly fishing techniques and local environmental awareness.
  • Maintained active CPR and First Aid certifications throughout employment.

Education

Physics

University of Colorado At Boulder
Boulder, CO

Skills

  • Financial Advisory Expertise: Advises high-net-worth individuals on complex wealth-building strategies, retirement planning, and asset protection across public and private markets
  • Analytical & Quantitative Skills: Strong foundation in physics and mathematics, enabling rigorous evaluation of investment vehicles and portfolio risk
  • Client Relationship Management: Proven ability to develop, maintain, and expand strong client networks by bringing together like-minded high performers to foster trust, collaboration, and long-term value creation
  • Independent & Remote Execution: Operates autonomously in demanding environments, demonstrating self-motivation, adaptability, and consistent performance without supervision
  • Leadership & Team Collaboration: Competitive athlete background with extensive experience in high-functioning teams; brings leadership, accountability, and a goal-oriented mindset
  • Due Diligence & Research: Committed to continuous learning through in-depth reading and independent research, fueling sound investment analysis and insight-driven advising
  • Health & Wellness Acumen: Deep personal and academic knowledge of health and fitness, which has fostered a strong understanding of self, helped maintain mental clarity, and supported long-term resilience by avoiding burnout

Certification

  • Retirement Income Certified Professional (RICP®)
  • Series 66
  • Series 7
  • Securities Industry Essentials (SIE)
  • Life and Health Insurance License

Timeline

Financial Advisor

Park Avenue Securities/Guardian
02.2021 - Current

Bartender

Avante Garde Events
07.2019 - 02.2021

Law Intern

Long and Levit LLP
05.2015 - 08.2015

Fly Fishing Guide

Baranof Wilderness Lodge
05.2014 - 08.2014

Physics

University of Colorado At Boulder

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