Jeffrey
Keefe

Commonwealth Financial Network

CRD#2299883
Investment Advisor
in Portsmouth, NH

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About this Advisor

Jeffrey Keefe is a financial advisor operating in Portsmouth, New Hampshire with 17 years of industry experience. Keefe is an advisor for Commonwealth Financial Network. Throughout their career, they have worked at Commonwealth Financial Network and Whole Wealth Management. Keefe has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in New Hampshire. Commonwealth Financial Network is an advisory business based in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 employees. It controls $146 billion in total assets among its 585,629 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically vary depending on which service is offered. Fee types billed by Commonwealth Financial Network likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

200 Marcy St
Portsmouth, NH 03801

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

NH Average: $16,012,751,954
Total Number of Employees

4,300

NH Average: 118
Total Number of Accounts

585,629

NH Average: 4,567
Average Account Size

$249,965

NH Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeffrey Keefe Work History

Jeffrey has been registered as a financial advisor for 17 years.*

2007 - Present (17 years)

Whole Wealth Management

2006 - Present (18 years)

Commonwealth Financial Network

*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 Jeffrey Keefe 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Tristan Garrett
Lombard, IL
Sviatlana Maslava
New York, NY
Sean Roche
Waltham, MA
Alex Rusinowitz
Garden City, NY
Alejandro Biagiotti
Bedford, NH
Samuel Rich
Waltham, MA
Tyler Price
Kennewick, WA

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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