Jerry Keaton (CRD# 1649472) is an Investment Advisor Representative working at Keaton Capital Management LLC in Barrington, IL and has over 32 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2014 - Current | 9 |
| Keaton Capital Management | Barrington, IL | Jun 2014 - Current | 9 |
| Barrington Research Associates, Inc/ | Chicago, IL | Jan 2003 - May 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
- IL
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$325,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL
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