Value Investing

What do you get when you combine prudence with above-average returns? You get Jack Kennedy. The principal behind JB Meridan Advisors has a keen eye for numbers. Exactly what you want when navigating today’s volatile investing market.

“I was always a math guy,” Jack says. “I tried teaching it, but didn’t have the patience for it.  So I went to work for a company of analysts, and it was heaven. I learned fundamental analysis, how to look at investments, how to read charts, identify trends. I even created buy lists for a group of a thousand brokers which was fun! Then, 2008 and 2009 happened, and I saw how the industry failed so many people. I just knew I could do better.”

Jack received his RIA (Registered Financial Advisor) certification in 2009 and opened JB Meridian in 2010. Today, he and his partner have clients in 35 states.

“I wanted my business to focus on what’s best for my clients, period. Which is why I adopted a fee-only only structure right from the start. We charge one, flat fee. No commissions. No hidden anything. My business grows when my clients’ assets grow. Period. It’s only fair.”

Jack takes his investing cues from Warren Buffet. “I invest in quality, always, and only in publicly-traded products. And that’s when I can identify a pathway to profitability with them. People go after the shiny new thing because it sounds cool, but it is rarely the smart buy. I passed on Amazon in the beginning because their earnings were terrible. I didn’t buy them until 2017, when their earnings made sense. The biggest mistake people make is move too quickly without checking to verify a path to profitability. Whether my client is a millionaire or just a single mom with a thousand dollars to invest, they get the same advice:  Be prudent and earn above the standard market return. They all appreciate that philosophy.