JK
JK

John Keenan

39 Years of Experience
Torrance, CA
BrokerSells Insurance

John Keenan is a registered investment advisor at Gwn Securities INC., based in Torrance, CA, with 39 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
506 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K

GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.

Loading...

Location

2355 Crenshaw Blvd., Suite 200, Torrance, CA, 90501

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

John is a Senior Vice President at Keenan & Associates, an insurance brokerage firm with a financial services department, where he works full-time. He also has partnership interests in Riviera Holiday Apartment Partnership and Keenan Investment Company, and operates Keenan Financial Services as a DBA.

Employment History
Current Registrations
Gwn Securities INC.Broker
June 2010 - Present · 15 yrs 11 mos
Gwn Securities INC.
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
September 2009 - June 2010 · 9 mos
National Planning CorporationBroker
September 2009 - June 2010 · 9 mos
Independent Financial Group, LLC
January 2007 - August 2009 · 2 yrs 7 mos
Independent Financial Group, LLCBroker
March 2006 - August 2009 · 3 yrs 5 mos
Worthmark Financial Services, LLC
December 2005 - March 2006 · 3 mos
Worthmark Financial Services, LLCBroker
September 2004 - March 2006 · 1 yr 6 mos
Lincoln Financial Advisors CorporationBroker
November 2002 - September 2004 · 1 yr 10 mos
The Lincoln National Life Insurance CompanyBroker
November 2002 - September 2004 · 1 yr 10 mos
Locust Street Securities, INC.Broker
January 2002 - December 2002 · 11 mos
Bma Financial Services, INC.Broker
July 2001 - January 2002 · 6 mos
Aragon Financial Services, INC.Broker
May 1999 - August 2001 · 2 yrs 3 mos
Benefitscorp Equities, INC.Broker
October 1992 - May 1999 · 6 yrs 7 mos
Benefitscorp Equities, INC.Broker
August 1990 - December 1991 · 1 yr 4 mos
Benefitscorp Equities, INC.Broker
August 1987 - December 1991 · 4 yrs 4 mos
Keenan Financial & Insurance Services, INC.Broker
November 1985 - March 1987 · 1 yr 4 mos
State Registrations2 states
CACO
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
John Keenan - Financial Advisor | TrueAdvisor