Advisor at StoneX Advisors Inc.
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.
Location
Monroeville, AL
Credentials
Series 63, Series 65
Industry experience
4 years
Watson Kennedy is a financial advisor with StoneX Advisors Inc. holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at StoneX Advisors Inc. since 2023 and previously held positions at StoneX Securities Inc., TA Services, and Prudential-affiliated firms. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a variety of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated platforms for portfolio implementation and tax-aware services.
Based on StoneX Advisors Inc.
Offered for Financial Consulting services at fixed fees; specific amounts not stated in brochure
$0 - $249,999: 0.80% (American Funds F2 Platform tier) $250,000+: 0.55% (American Funds F2 Platform tier)
Offered for Financial Consulting services at hourly rates; specific rates not stated in brochure
Account minimum: $5,000 (minimum account value below which advisory agreements may be terminated); specific minimums vary by service (e.g., $50,000 for Advisor as Portfolio Manager service, $25,000 for Advisor as Financial Consultant service, $10,000 to $100,000 for various StoneX Model Solutions, $100,000 for Separate Account Managers and Model Portfolio Providers, $10,000 for Fund Strategists, $250 per fund for American Funds F2 Platform) Minimum fee: Minimum Management Fee of 0.10% or $200 annually (whichever is greater) per Advisory Account; $300 minimum fee for UMA accounts
Monroeville, AL
Alabama
StoneX Advisors Inc.
2023 - Present (3 years)
StoneX Securities Inc.
2022 - Present (4 years)
TA Services
2021 - 2022 (1 year)
Bass Pro Shops
2021 - 2021 (1 year)
The Prudential Insurance Company of America
2021 - 2021 (1 year)
Pruco Securities LLc
2020 - 2021 (1 year)
N/a
2017 - 2020 (3 years)
District Attorney Office
2017 - 2017 (1 year)
N/a
2016 - 2017 (1 year)
Caribe Marina
2016 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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