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Jason John Keefer

Clarendon Insurance Agency, Inc.

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About Jason John Keefer

Jason Keefer is a financial advisor with Clarendon Insurance Agency, Inc. based in Zionsville, IN. Jason has been in the financial services industry since 2009. Jason is registered to sell securities in Indiana. Jason has passed the Series 6, Series 26, Series 63, and SIE exams. Jason's previous employers include NORTHERN LIGHTS DISTRIBUTORS, LLC and JACKSON NATIONAL LIFE DISTRIBUTORS LLC.

Firm Information

Jason Keefer is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jason Keefer’s Registration & Firm History

IN

04/12/2024 - Present

Clarendon Insurance Agency, Inc. (Zionsville IN)

NE

08/05/2022 - 10/19/2023

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

TN

05/12/2008 - 04/20/2022

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

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Licenses & Designations

BC

Issued 02/23/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason John Keefer.
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