Jeffrey Keene
Jeffrey Keene is a CFP-designated registered investment advisor at Momentum Independent Network INC., based in Dallas, TX, with 9 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.
Fee Estimator
Location
717 N Harwood St, Suite 3400, Dallas, TX, 75201
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Jeff works as a contract musician, playing drums and other instruments for churches, musicals, and non-profit organizations since 2019. This takes about 10-20% of his time and occurs outside of his work hours at Hilltop.
Employment History
Current Registrations
Momentum Independent Network INC.Broker
Momentum Independent Network INC.
Previous Registrations
Hilltop Securities INC.Broker
Hilltop Securities INC.
Edward Jones
Edward JonesBroker
State Registrations51 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.
Exams
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