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Kenneth W. Wren Jr. picture

Kenneth W. Wren Jr.

Financial Advisor, RJFS
President, Towne Investment Group

Phone: 757-638-6856
Email: ken.wren@raymondjames.com
5806 Harbour View Blvd., Suite 202
Suffolk, VA 23435

In addition to serving as president of Towne Investment Group, Ken is a branch manager and an involved financial advisor. He enjoys meeting with clients and discussing their financial needs and goals. He provides investment analysis, portfolio reviews, and wealth management services and works with individuals, business, organizations and high net worth clients.


Experience and Professional Licenses

Series 7: General Securities Representative
Series 9/10: General Securities Sales Supervisor
Series 63: Uniform Securities Agent State Law Examination
Series 65: Uniform Investment Advisor Law Examination
Life and Health Insurance

Honors

Raymond James Director’s Council Member*2004 – Present
                                                                 

#4 Top Program Managers Bank Investment Consultant (2017)**
#6 Top Program Managers Bank Investment Consultant (2016)**
#16 Top 20 Program Managers by Team AUM Bank Investment Consultant (2015)**
#30 Top 20 Program Managers, More of the Best Bank Investment Consultant (2015)**
#30 Top 20 Program Managers, The Next 20 Bank Investment Consultant (2014)**
On Wall Street 7th Annual Branch Manager Awards On Wall Street (2014)***

Education

School Name: University of Richmond, Robins School of Business
Degree: Bachelor of Science, Business Administration

Organizations and Affiliations

Western Branch Athletic Club, Past Baseball Commissioner
Portsmouth YMCA,
Coach
Nansemond Suffolk Academy,
Board of Trustees

The above organizations/charitable causes are not affiliated with Raymond James.

*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

**To compile the list, multiple variables were used and combined into a weighted average. Specifically, six factors were used: (1) total team assets under management; (2) growth of team assets; (3) growth of team annual production; (4) average production per advisor; (5) number of full-time advisors the program manager directly supervises; and (6) number of licensed branch employees (LBE) under their supervision. The number of LBEs didn’t get as much weight as the other variables. Also, in some cases, estimates of production-per-advisor were used by dividing team production by the average number of advisors year-over-year. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.

*** 2014, named as one of the top 100 branch managers in the country. On Wall Street, in partnership with New York Life/Mainstay Investments, throws a spotlight on the top 100 managers with their Annual Branch Manager Awards. This year’s accolades fall to 100 Honorees that have been nominated by their firms and then selected by the editors of the magazine. Nominees must be employees at a major, leading brokerage firm and are evaluated on leadership, dedication to superior client service and their ability to recruit, develop and retain talented advisors. The final honorees were selected by four judges: Research Directors, Bill Butterfield and Alios Pirker, of the Aite Group; Associate Director Kenton Shirk, at Cerulli Associates, and Stewart Lee, CEO of LEE Training; based on a quantitative and qualitative review of data from two surveys, one filled out by persons making the nomination and the second by the nominee. Raymond James is not affiliated with On Wall Street, New York Life/Mainstay Investments, Bill Butterfield, Alois Pirker, Kenton Shirk, Stewart Lee, or the organizations these individuals represent. This recognition may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition.

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