Jorgena
Collias

Keystone Financial Group, LLC

CRD#4811930
Investment Advisor
in Lexington, KY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jorgena Collias is a financial advisor based in Lexington, Kentucky, working with Keystone Financial Group, LLC. Jorgena has previously held positions at Jp Morgan Securities LLC, Lexington Fayette Government, Jpmorgan Chase Bank, N.A, Keystone Financial Group, LLC, and Lpl Financial LLC. Jorgena has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Jorgena is part of Keystone Financial Group, LLC, which operates out of Lexington, Kentucky. The firm has 8 offices and 45 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Keystone Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

527 Wellington Way, Ste 225
Lexington, KY 40503

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Keystone Financial Group, LLC Brokerage Details

Total Assets Under Management

$1,509,725,992

KY Average: $949,722,027
Total Number of Employees

45

KY Average: 35
Total Number of Accounts

5,260

KY Average: 1,296
Average Account Size

$287,020

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jorgena Collias Work History

2018 - Present (7 years)

Keystone Financial Group, LLC

2018 - Present (7 years)

Lpl Financial LLC

2018 - 2018 (< 1 year)

Jp Morgan Securities LLC

2018 - 2018 (< 1 year)

Jpmorgan Chase Bank, N.A

2015 - 2017 (2 years)

Lexington Fayette Government

2013 - 2015 (2 years)

Jp Morgan Securities LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jorgena Collias 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 Keystone Financial Group, LLC

Jack Roberts
Lexington, KY
James Morrison
Lexington, KY
Adam Richardson
Somerset, KY
Richard Seals
Christiansted, VI
Eugene Richardson
Lexington, KY
Sean Melican
Lexington, KY
Brian Davis
Lexington, KY
Nathan Bay
Lexington, KY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started