Jaycob
Keuning
Straight Path Wealth Management
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About this Advisor
Jaycob Keuning is a financial advisor operating in Jenison, Michigan who has 4 years of industry experience. Keuning is currently employed by Straight Path Wealth Management. Their career trajectory has included roles at Scotts Carts Plus, Jet'S Pizza, Straight Path Wealth Management and Unemployed (Under 16). Keuning has a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Michigan and Texas. Straight Path Wealth Management is a financial advisory business operating out of Jenison, MI. It handles $203 million in assets among its 1,283 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,283 client accounts, just 4% are held by high-net-worth investors who have more than $1 million in investable assets. Straight Path Wealth Management provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely are based on which services the firm provides the client. However, fees billed by Straight Path Wealth Management likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Straight Path Wealth Management Brokerage Details
$203,172,269
5
1,283
$158,357
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jaycob Keuning Work History
Jaycob has been registered as a financial advisor for 4 years.*
Straight Path Wealth Management
Jet'S Pizza
Scotts Carts Plus
Unemployed (Under 16)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jaycob Keuning 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 Straight Path Wealth Management
Jenison, MI
Jenison, MI
Jenison, MI
Jenison, MI
Jenison, MI
Jenison, MI
Jenison, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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