KS
KS

Keegan De Silva

5 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
78 clients
Average Client Portfolio
$578K average
Assets Under Management
$45.1M
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Location

200 W. Jackson Blvd. #1000, Chicago, IL, 60606

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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

Keegan is associated with Jackson Ventures LLC, a general manager for Capitalize Wealth Management, and an owner of Quincy Wells Capital/Quincy Wells Group. He spends minimal time on investor relations for Jackson Ventures, about half his time at Capitalize Wealth Management, and minimal time on operations for Quincy Wells Capital/Quincy Wells Group.

Employment History
Current Registrations
Quincy Wells Advisors, LLC
January 2022 - Present · 4 yrs 1 mo
Great Point Capital LLCBroker
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Great Point Advisors, LLC
June 2021 - December 2021 · 6 mos
State Registrations13 states
ARCACOCTFLGAIAILINNJNYTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.