Jo Keck is a registered investment advisor, based in Naples, FL, with 13 years of industry experience.
Location
9130 Galleria Court, Third Floor, Naples, FL, 34109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jo is the Founder of Keck & Co., sourcing and selling private investment offerings and providing recruiting services, dedicating minimal time to this. She also works full-time as VP of Private Wealth Management at CWA Asset Management Group, managing personal assets for retail clients.
Employment History
Current Registrations
Stonehaven, LLC
Stonehaven, LLCBroker
Cwa Asset Management Group
Previous Registrations
Sp Securities LLCBroker
Dumaine Investments LLC
Stonehaven, LLCBroker
Klr Group, LLCBroker
Iberia Capital Partners L.L.C.Broker
Global Hunter Securities, LLCBroker
Gyre Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.