Key Financial Concepts, Inc.

Key Financial Concepts, Inc. (CRD# 125985) is a financial advisory firm headquartered in Vernon, CT. They manage $8,450,794 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $264,087
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Key Financial Concepts, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Peter J. Jesanis
CRD#: 716437
428 Hartford Turnpike, Suite 109, Vernon, CT 06066

Peter Jesanis (CRD# 716437) is an Investment Advisor Representative working at Key Financial Concepts, Inc. in Vernon, CT and has over 33 years of experience in the finance industry.

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