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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Elizabeth Keller is an investment advisor representative with Newport Group Consulting, LLC, based in Lake Mary, Florida. Jane has been in the industry since August 2002 and holds Series 6, SIE, and Series 65 licenses. Jane's areas of expertise include investment performance analytics for retirement plans, foundations and endowments. She also offers managed account services for plan participants. In her previous role, she worked for Newport Group Securities, Inc. and has a wealth of experience working with individuals, businesses and retirement plan sponsors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
01/29/2018 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
FL
10/20/2003 - 08/31/2023
NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)
IA
Issued 01/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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