Jo Anne Keck (CRD# 4709320) is an Investment Advisor Representative working at Cwa Asset Management Group in New Orleans, LA and has over 12 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwa Asset Management Group | Naples, FL | Jan 2023 - Current | 1 |
| Keck & Company | New Orleans, LA | Aug 2018 - Current | 5 |
| Sp Securities, LLC | Houston, TX | Dec 2021 - Dec 2022 | 1 |
| Dumaine Investments LLC | New Orleans, LA | Nov 2019 - Oct 2022 | 2 |
| Stonehaven, LLC | New York, NY | Jul 2019 - Dec 2019 | < 1 |
| Klr Group | Houston, TX | Dec 2016 - Aug 2018 | 1 |
| Unemployed | New Orleans, LA | May 2016 - Nov 2016 | < 1 |
| Iberia Capital Partners LLC | New Orleans, LA | Jun 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- LA
- NY
-
Total Assets Under Management2,532MILLIONS
-
Total Number of Accounts3,512ACCOUNTS
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Average Account Value$720,877
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI, WV
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