JK
JK

Janet Keener

23 Years of Experience
Medina, OH
Broker

Janet Keener is a registered investment advisor at Raymond James & Associates, INC., based in Medina, OH, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

784 Medina Rd., Suite 101, Medina, OH, 44256

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Raymond James & Associates, INC.
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Morgan StanleyBroker
June 2009 - April 2023 · 13 yrs 10 mos
Morgan Stanley
June 2009 - April 2023 · 13 yrs 10 mos
Citigroup Global Markets INC.
January 2007 - June 2009 · 2 yrs 5 mos
Citigroup Global Markets INC.Broker
November 2006 - June 2009 · 2 yrs 7 mos
Mcdonald Investments INC.Broker
June 2002 - November 2006 · 4 yrs 5 mos
State Registrations11 states
CACODCFLGAILMINCNYOHPA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Janet Keener - Financial Advisor | TrueAdvisor