Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Jackson Weeks

KEY Capital Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Jackson Weeks

Joseph Jackson Weeks is an investment advisor representative with Key Capital Management, Inc. located in Hendersonville, Tennessee. Joseph Weeks has been working in the financial services industry since September 2020 and has specialized in providing financial planning, selection of other advisers, and portfolio management for individuals. Joseph Weeks is also registered with the state of Tennessee as an investment advisor representative.

Firm Information

Joseph Weeks is currently registered with KEY Capital Management, Inc.. KEY Capital Management, Inc. is an investment advisory firm based in HENDERSONVILLE, TN. The firm manages approximately $292,985,635 in assets for 2,171 clients. KEY Capital Management provides financial planning and portfolio management for individuals and families.
KEY Capital Management, Inc.

181 EAST MAIN ST. SUITE #7

HENDERSONVILLE, TN 37075

$292.99M

Assets Under Management

Not reported

Total Clients

7

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Weeks’s Registration & Firm History

TN

03/08/2024 - Present

KEY Capital Management, Inc. (HENDERSONVILLE TN)

TN

08/10/2023 - 02/27/2024

CETERA ADVISOR NETWORKS LLC (BRENTWOOD TN)

TN

10/14/2020 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (BRENTWOOD TN)

Not sure if Joseph Jackson Weeks is right for you?

Licenses & Designations

BOTH

Issued 11/09/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joseph Jackson Weeks. Review regulatory record here.
Not sure if Joseph Jackson Weeks is right for you?