Topline | John A. Kent

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

John A. Kent

Intro Book

Financial expert with investments and portfolio management expertise.

Claim this Profile

Location

Jupiter, Florida, United States, US

Skills

Investments
Asset Allocation
Finance
Retirement Planning
Financial Planning
Investment Advisory
Portfolio Management
Financial Advisory
Asset Management
Custom Software
Wealth Preservation Planning
Show all

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$150.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So John has a strong background in finance, with skills like investment advisory, portfolio management, and financial planning. He’s also got certifications in Preferred Portfolio Management and Series 7, which are in demand. Location is Jupiter, Florida, which is a hub for financial services. Financial professionals with his level of experience and skills, especially in investment and portfolio management, typically charge higher rates. Maybe around $200–$300 per hour? But considering his certifications and location, maybe higher. Some financial advisors in the area might average $250–$350. So I’ll estimate around $225

Bio

Generated by

Topline AI

John A. Kent is a seasoned financial expert with a strong background in investments, asset management, and portfolio management. He holds certifications in Preferred Portfolio Management and Series 7, and has a degree from Canisius College.

Credentials

Preferred Portfolio Management (PPM)

-
Series 7

-

Gold Feature

Click to upgrade to our gold packagefor the full feature experience.

Education

1989 - 1992

Canisius College

1989 - 1992

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

John A. Kent

Refer a Friend to Get
100 Credits For FREE

$150.0

Hourly Rate