Jeffrey
Keen

Aza Capital Management

CRD#5719741
Investment Advisor
in Chicago, IL

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About this Advisor

Jeffrey Keen is a financial advisor based in Chicago, Illinois, working with Aza Capital Management. Jeffrey has previously held a position at Aza Capital Management. Jeffrey has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Michigan. Currently, Jeffrey is part of Aza Capital Management, which operates out of Chicago, Illinois. The firm has 1 office and 9 employees. The firm manages assets totaling $313.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Aza Capital Management includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

141 W Jackson Blvd Suite 3332
Chicago, IL 60604

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Aza Capital Management Brokerage Details

Total Assets Under Management

$313,786,800

IL Average: $6,674,516,078
Total Number of Employees

9

IL Average: 44
Total Number of Accounts

890

IL Average: 2,564
Average Account Size

$352,569

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jeffrey Keen Work History

2005 - Present (19 years)

Aza Capital Management

Disclosures

Please visit the SEC profile of Jeffrey Keen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aza Capital Management

Christopher Recker
Chicago, IL
Sabrina Mcfield
Chicago, IL
Michael Lafontaine
Chicago, IL
Bunn Fawcett
Chicago, IL
Jeffrey Keen
Chicago, IL
Barbara Kelly
Chicago, IL
Ross Blauwkamp
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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