Keith Sheridan, financial advisor Seattle WA

Keith Sheridan

CRD Number: 5317343
Current Firm: J.p. Morgan Securities LLC

Keith Sheridan (CRD# 5317343) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Seattle, WA and has over 13 years of experience in the finance industry. Keith Sheridan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jp Morgan Securities, LLC Seattle, WA Nov 2017 - Current 4
Scottrade Investment Management Seattle, WA Jan 2017 - Nov 2017 < 1
Scottrade, Inc. Seattle, WA Sep 2015 - Nov 2017 2
Unemployed Seattle, WA May 2015 - Aug 2015 < 1
Paracle Advisors Mercer Island, WA Mar 2014 - Apr 2015 1
Paracle Advisors LLC Mercer Island, WA Mar 2014 - Jan 2015 < 1
Northwestern Mutual Life Insurance Company Seattle, WA Jul 2013 - Jan 2014 < 1
Northwestern Mutual Investment, LLC Seattle, WA Mar 2007 - Dec 2013 6
Northwestern Mutual -eric Shutt Seattle, WA Apr 2008 - Jul 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Keith J. Sheridan
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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