JK
JK

Jennifer Keegan

13 Years of Experience
Alpharetta, GA
Broker

Jennifer Keegan is a registered investment advisor, based in Alpharetta, GA, with 13 years of industry experience.

Location

2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009

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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 Activities

Jennifer is an Investment Advisor Representative (IAR) with Merit Financial Group, LLC DBA Merit Financial Advisors, dedicating full-time hours to serving clients. This activity is investment-related.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 2 yrs 1 mo
Merit Financial Advisors
July 2018 - Present · 8 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
October 2017 - August 2024 · 6 yrs 10 mos
NFP Advisor Services, LLCBroker
September 2015 - December 2015 · 3 mos
Investacorp, INC.Broker
June 2013 - September 2015 · 2 yrs 3 mos
LPL Financial LLCBroker
January 2011 - June 2013 · 2 yrs 5 mos
State Registrations1 state
GA
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.