Jarrod Keen is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Raleigh, NC, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4101 Lake Boone Trail Ste 110, [Satellite], Raleigh, NC, 27607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jarrod has a 40% ownership stake in RKJ Group, LLC since 2011, which is investment-related. He spends significantly more than full-time (250 hours per month) on this activity, with 130 of those hours during trading.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations41 states
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