Wells Fargo Advisors Financial Network, LLC
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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
Years of Experience
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Wells Fargo Advisors Financial Network, LLC Brokerage Details
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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
Jarrod Keen Work History
Jarrod has 13 years of experience.
Wells Fargo Advisors Financial Network LLC
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Jarrod Keen has no disclosures.
Please visit their SEC profile for more details.