Jarrod
Keen

Wells Fargo Advisors Financial Network, LLC

CRD#2926099
Investment Advisor
in Raleigh, NC
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About this Advisor

Jarrod Keen is a certified financial planner operating in Raleigh, North Carolina, who has been in the advisory business for 13 years. Keen is an employee of Wells Fargo Advisors Financial Network, LLC. Over the course of their career, they have held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Wells Fargo Advisors Financial Network LLC. Keen holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina and Texas. Wells Fargo Advisors Financial Network, LLC is an advisory business based out of Raleigh, North Carolina. The investment advisory business has offices in 729 locations and a total of 1,997 financial advisors. It oversees $49 billion in assets under management among its 149,098 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 763 charitable organizations. Of its 149,098 customer accounts, 41% are held by high-net-worth clients who have at least $1 million in assets. The business provides 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 and other services. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fee types charged by Wells Fargo Advisors Financial Network, LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4350 Lassiter At North Hills Ave Ste 240
Raleigh, NC 27609

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$49,150,005,551

NC Average: $11,469,110,461
Total Number of Employees

1,997

NC Average: 458
Total Number of Accounts

149,098

NC Average: 33,415
Average Account Size

$329,649

NC Average: $343,232

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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
  • Other

Jarrod Keen Work History

Jarrod has 13 years of experience.

2011 - Present (8 years)

Wells Fargo Advisors Financial Network LLC

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

2005 - 2009 (4 years)

Citigroup Global Markets Inc

Disclosures

Jarrod Keen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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