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John Keeney

Kestra Advisory Services, LLC
38 Years of Experience
Melbourne, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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John Keeney is a registered investment advisor at Kestra Advisory Services, LLC, based in Melbourne, FL, with 38 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8245 Devereux Drive, Suite 103, Melbourne, FL, 32940

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2010
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John works full-time as a financial advisor for Security Financial Management, Inc. and provides investment advisory services through Kestra Advisory Services, LLC. He also dedicates minimal time to insurance sales through Security Financial Management and general/fixed insurance product sales through Quantitative Wealth Management.

Employment History
Current Registrations
Kestra Advisory Services, LLC
February 2022 - Present · 4 yrs 8 mos
Kestra Investment Services, LLCBroker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Concourse Financial Group Advisors
February 2020 - February 2022 · 2 yrs
Concourse Financial Group Securities, INC.Broker
February 2020 - February 2022 · 2 yrs
Voya Financial Advisors, INC.Broker
January 2004 - March 2020 · 16 yrs 2 mos
Voya Financial Advisors, INC.
January 2004 - March 2020 · 16 yrs 2 mos
Locust Street Securities, INC.
February 2002 - January 2004 · 1 yr 11 mos
Locust Street Securities, INC.Broker
December 2000 - January 2004 · 3 yrs 1 mo
Pruco Securities CorporationBroker
March 1991 - December 2000 · 9 yrs 9 mos
The Prudential Insurance Company of AmericaBroker
March 1991 - December 1993 · 2 yrs 9 mos
Palm Beach Financial, INC.Broker
August 1989 - December 1989 · 4 mos
Alison, Baer Securities INC.Broker
January 1989 - August 1989 · 7 mos
U.S. Advisors, INC.Broker
January 1989 - April 1989 · 3 mos
Graystone Nash, INC.Broker
February 1988 - January 1989 · 11 mos
Shelter Rock Securities CORP.Broker
October 1987 - February 1988 · 4 mos
The Stuart-James Company, INC.Broker
August 1986 - May 1987 · 9 mos
Greentree Securities CORP.Broker
July 1986 - September 1986 · 2 mos
State Registrations7 states
FLGAKSNCNYTXWA
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.
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