linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ronald J. Keefe

J.p. Morgan Institutional Investments Inc.

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

About Ronald J. Keefe

Ronald J. Keefe is a financial advisor with over 16 years of experience in the financial services industry. Ronald has a Series 6, 7, 63 and 66 licenses. Ronald is currently registered with J.p. Morgan Institutional Investments Inc.. Previously Ronald has held positions at Commonwealth Financial Network, EAINVEST SECURITIES, INC., STATE STREET GLOBAL MARKETS, LLC and RUSSELL FUND DISTRIBUTORS, INC.. Ronald is registered in 16 states including California, Connecticut, Florida, Iowa, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Rhode Island, Vermont, Virginia and Wisconsin.

Firm Information

Ronald Keefe is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Ronald Keefe’s Registration & Firm History

MA

10/09/2014 - Present

J.p. Morgan Institutional Investments Inc. (Boston MA)

MA

09/24/2009 - 09/30/2011

COMMONWEALTH FINANCIAL NETWORK (DEDHAM MA)

CA

06/22/2005 - 09/07/2005

EAINVEST SECURITIES, INC. (SAN RAMON CA)

MA

02/28/2002 - 07/01/2003

STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)

WA

06/12/2000 - 03/01/2002

RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)

Not sure if Ronald J. Keefe is right for you?

Licenses & Designations

BC

Issued 11/06/2014

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/23/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald J. Keefe.
Not sure if Ronald J. Keefe is right for you?