Jared
Keeley

Millennium Advisory Services, Inc

CRD#7380527
Investment Advisor
in Glen Allen, VA

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About this Advisor

Jared Keeley is a financial advisor based in Glen Allen, Virginia, working with Millennium Advisory Services, Inc. Jared has previously held positions at Millennium Advisory Services, Inc, Virginia Tech, Commonwealth Financial Network, Cary Street Partners, Target, Publix Supermarkets, Germanna Community College, Lee's Hill Golf Club, and Massaponax High School. Jared has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Jared is part of Millennium Advisory Services, Inc, which operates out of Glen Allen, Virginia. The firm has 4 offices and 29 employees. The firm manages assets totaling $707.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Millennium Advisory Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5340 Twin Hickory Road
Glen Allen, VA 23059

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Millennium Advisory Services, Inc Brokerage Details

Total Assets Under Management

$707,519,606

VA Average: $1,835,309,194
Total Number of Employees

29

VA Average: 32
Total Number of Accounts

2,749

VA Average: 1,458
Average Account Size

$257,373

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jared Keeley Work History

2023 - Present (1 year)

Millennium Advisory Services, Inc

2022 - 2022 (< 1 year)

Commonwealth Financial Network

2021 - 2021 (< 1 year)

Cary Street Partners

2020 - 2022 (2 years)

Virginia Tech

2019 - 2022 (3 years)

Target

2018 - 2018 (< 1 year)

Publix Supermarkets

2018 - 2019 (1 year)

Germanna Community College

2015 - 2020 (5 years)

Lee'S Hill Golf Club

2012 - 2017 (5 years)

Massaponax High School

Disclosures

Please visit the SEC profile of Jared Keeley 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 Millennium Advisory Services, Inc

Erin Alkire
Glen Allen, VA
Edward Ware
Glen Allen, VA
Charles Dyson
Glen Allen, VA
Jared Keeley
Glen Allen, VA
Bradley Schardein
Glen Allen, VA
Thomas Siebers
Glen Allen, VA
Grant Russell
Glen Allen, VA
Timothy Silver
Glen Allen, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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