Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Keady is a financial advisor with J.p. Morgan Securities LLC. Jeffrey has been in the financial services industry since 2011. Jeffrey holds the Series 66, Series 7 and Series 31 licenses. Jeffrey is also a Chartered Financial Analyst (CFA). Before joining J.p. Morgan Securities LLC, Jeffrey was an employee of Brown Advisory. Jeffrey has experience working for other well-known financial firms such as Eaton Vance Distributors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. Jeffrey is registered with the state of Massachusetts. Jeffrey specializes in portfolio management for individuals and businesses, financial planning and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
09/11/2024 - Present
J.p. Morgan Securities LLC (Boston MA)
MA
04/05/2013 - 05/22/2017
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
12/06/2011 - 03/06/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
02/14/2011 - 10/14/2011
MORGAN STANLEY SMITH BARNEY (MIDDLETON MA)
BOTH
Issued 04/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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