John
O'Keeffe
Kestra Advisory Services, LLC
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About this Advisor
John O'Keeffe is a financial advisor operating out of Fairfield, New Jersey with a total of 3 years of industry experience. O'Keeffe works at Kestra Advisory Services, LLC. O'Keeffe has gained experience at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, O'Keeffe Financial Partners, LLC, Capitas Financial, LLC, Trust Financial Services, LLC, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. O'Keeffe has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. Kestra Advisory Services, LLC is a business that has its headquarters in Austin, TX. The firm has offices in 544 locations and a total of 1,311 financial advisors. It handles $42 billion in assets across its 140,407 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 132 charities and foundations. Of its 140,407 customer accounts, 17% are associated with high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules largely vary depending on which services the firm provides the client. Fees billed by Kestra Advisory Services, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
John O'Keeffe Work History
John has been registered as a financial advisor for 3 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Trust Financial Services, LLC
Capitas Financial, LLC
O'Keeffe Financial Partners, LLC
Raymond James Financial Services,Inc
Raymond James Financial Services Advisors Inc
*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 John O'Keeffe 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 Kestra Advisory Services, LLC
Austin, TX
Richland, WA
Lutherville Timonium, MD
Charlotte, NC
Austin, TX
Austin, TX
Grand Rapids, MI
Pittsburgh, PA
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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