Jared Keeley, financial advisor Glen Allen VA

Jared Keeley

CRD Number: 7380527
Current Firm: Millennium Advisory Services, Inc.

Jared Keeley (CRD# 7380527) is an Investment Advisor Representative working at Millennium Advisory Services, Inc. in Glen Allen, VA and has 1 year of experience in the finance industry.

Similar Advisors
Christopher Abbott, financial advisor Glen Allen VA
Christopher S. Abbott
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Harvey Abbott, financial advisor Glen Allen VA
Harvey W. Abbott
CRD# 864358
Frontier Financial Partners, LLC
Similar Advisors
Stephen Abbott, financial advisor Glen Allen VA
Stephen T. Abbott
CRD# 6404324
Davenport & Company LLC
Company Name Location Dates Years
Millennium Advisory Services, Inc. Glen Allen, VA Feb 2023 - Current 1
Unemployed Fredericksburg, VA Dec 2022 - Feb 2023 < 1
Virginia Tech Blacksburg, VA Aug 2020 - Dec 2022 2
Commonwealth Financial Network Fredericksburg, VA May 2022 - Aug 2022 < 1
Target Christiansburg, VA May 2019 - Jun 2022 3
Cary Street Partners Fredericksburg, VA May 2021 - Jul 2021 < 1
Lee's Hill Golf Club Fredericksburg, VA Mar 2015 - Aug 2020 5
Germanna Community College Fredericksburg, VA Jan 2018 - Dec 2019 1
Publix Supermarkets Fredericksburg, VA Mar 2018 - Sep 2018 < 1
Massaponax High School Fredericksburg, VA Aug 2012 - May 2017 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2023
Contact Info for Jared W. Keeley
Phone Number: 804-346-1040
Firm Website: http://www.mas-edu.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    708
    MILLIONS
  • Total Number of Accounts
    2,749
    ACCOUNTS
  • Average Account Value
    $257,373
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, FL, GA, IA, IL, IN, KY, LA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.