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Jorgena Marie Collias

Keystone Financial Group, LLC

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About Jorgena Marie Collias

Jorgena Marie Collias is a registered investment advisor representative with Keystone Financial Group, LLC. Jorgena is licensed in Kentucky and Kansas. Jorgena has been in the industry since December 15, 2009. Prior to joining Keystone Financial Group, LLC, Jorgena was with J.P. MORGAN SECURITIES LLC, LPL FINANCIAL LLC, and FIFTH THIRD SECURITIES, INC. Jorgena specializes in retirement planning, asset allocation, and college savings. Jorgena is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Jorgena Collias is currently registered with Keystone Financial Group, LLC. Keystone Financial Group, LLC is an investment advisor headquartered in LEXINGTON, KY. The firm has 33 licensed agents, and its regulatory assets under management (AUM) are $1,509,725,992. Keystone Financial Group, LLC provides financial planning, portfolio management for individuals, and educational seminars. The firm caters to individuals (both high-net-worth and other), corporations or other businesses, and charitable organizations.
Keystone Financial Group, LLC

527 WELLINGTON WAY, STE 225

LEXINGTON, KY 40503

$1.51B

Assets Under Management

Not reported

Total Clients

30

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jorgena Collias’s Registration & Firm History

KY

09/11/2018 - Present

Keystone Financial Group, LLC (LEXINGTON KY)

KY

02/01/2018 - 09/12/2018

J.P. MORGAN SECURITIES LLC (LEXINGTON KY)

KY

02/26/2013 - 06/12/2015

J.P. MORGAN SECURITIES LLC (LEXINGTON KY)

KY

12/11/2012 - 02/20/2013

LPL FINANCIAL LLC (LEXINGTON KY)

KY

04/18/2007 - 12/06/2012

FIFTH THIRD SECURITIES, INC. (LEXINGTON KY)

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Licenses & Designations

BOTH

Issued 02/09/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jorgena Marie Collias.
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