J Keffury, financial advisor Henderson NV

J Keffury

CRD Number: 6056262
Current Firm: Cadenza Financial Planning

J Keffury (CRD# 6056262) is an Investment Advisor Representative working at Cadenza Financial Planning in Henderson, NV and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Cadenza Financial Planning LLC Henderson, NV Mar 2021 - Current 3
H&h Retirement Design And Management Las Vegas, NV Apr 2018 - Mar 2021 2
Todd Keffury Las Vegas, NV Sep 1998 - Apr 2018 19
Ubs Financial Services Inc. Las Vegas, NV Jan 2016 - Jan 2017 1
Waddell & Reed, Inc. Las Vegas, NV Apr 2012 - Nov 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for J T. Keffury
Phone Number: 702-265-6752
Registered State(s):
  • CA
  • NV
Current Firm Details
Cadenza Financial Planning
Firm's CRD Number: 314193
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $118,794
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
  • Other
Types of Clients
Registered States

CA, NV

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