John O'keeffe
John O'keeffe is a registered investment advisor at Kestra Advisory Services, LLC, based in Fairfield, NJ, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
100 Passaic Ave., Suite 100A, Fairfield, NJ, 07004
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2020Other Business ActivitiesSells Insurance
John is a financial advisor with Kestra Advisory Services, spending about half his time on these duties. He is also an owner and financial advisor with O'Keeffe Financial Partners LLC, working full-time. Additionally, John is an independent contractor for life insurance with CAPITAS FINANCIAL LLC and a managing member of O'KEEFFE HOLDINGS LLC, dedicating minimal time to each.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.