JK
CFA
JK
CFA

John Timothy Keefe

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
825 clients
Average Client Portfolio
$46K average
Assets Under Management
$38.3M

Fee Structure

Minimum Investment:$25K
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Location

3067 W. Ina Road, #125, Tucson, AZ, 85741

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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.

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Other Business ActivitiesSells Insurance

John is involved with Secure Income Management, LLC, an insurance agency, since October 2022. The time commitment varies depending on business needs and occurs during trading hours.

Employment History
Current Registrations
Secure Investment Management, LLC
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Brookstone Capital Management LLC
May 2020 - October 2022 · 2 yrs 5 mos
Secure Investment Management, LLC
November 2019 - July 2022 · 2 yrs 8 mos
Bay Tree Capital Management, INC.
January 2011 - December 2013 · 2 yrs 11 mos
Fisher Investments
June 2006 - April 2007 · 10 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
John Timothy Keefe - Financial Advisor | TrueAdvisor