Jack McKeoughCRD Number: 7089289
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jack McKeough (CRD# 7089289) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Muskegon, MI and has over 3 years of experience in the finance industry.
Raymond James & Associates, Inc.
Raymond James & Associates, Inc.
Infinex Investments, Inc.
|Bank Of America, N.a.||Muskegon, MI||Jun 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Muskegon, MI||Mar 2019 - Current||3|
|Terra Firma Management||Grand Haven, MI||Jul 2018 - Mar 2019||< 1|
|Michigan Salted||Grand Haven, MI||Jan 2018 - Mar 2019||1|
|Michigan State University||East Lansing, MI||Aug 2013 - Dec 2018||5|
|Multi State Insurance||Grand Haven, MI||Aug 2016 - Jun 2018||1|
|Cutco||East Lansing, MI||Apr 2016 - Aug 2017||1|
|Boyne Mountain||Boyne Falls, MI||Nov 2014 - Apr 2015||< 1|
|Spring Lake High School||Spring Lake, MI||Sep 2009 - Jun 2013||3|
|Mulligan's Hollow||Grand Haven, MI||Nov 2012 - Mar 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.