James
Ball
Keenan Financial
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About this Advisor
James Ball is a financial advisor based in Boston, Massachusetts, working with Keenan Financial. James has previously held positions at Keenan Financial, Schatzel Construction, Saugerties Department Of Parks And Recreation, and has also been a student. James has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, James is part of Keenan Financial, which operates out of Boston, Massachusetts. The firm has 12 employees and manages assets totaling $102.7 million. The firm serves a variety of clients, including high-net-worth individuals. 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 Keenan Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keenan Financial Brokerage Details
$102,705,869
12
1,096
$93,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Ball Work History
Keenan Financial
Keenan Financial
N/A
Schatzel Construction
Saugerties Department Of Parks And Recreation
Student
Disclosures
Please visit the SEC profile of James Ball 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 Keenan Financial
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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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