Jerry John Mcdonnell
Professional Summary
Jerry John Mcdonnell, who also goes by Gerard Mcdonnell, is a registered financial advisor currently at KEEN CAPITAL, LLC located in Westminster, Colorado. Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jerry has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gerard Mcdonnell
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
CAPITALPOINT FINANCIAL PLANNING, LLC | KEEN CAPITAL, LLC
Contact Information
Main Address
Westminster, COMailing Address
2830 Ranch Reserve Lane, Westminster, CO 80234Phone Number
(303) 898-6584# of Employees
2SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
295AUM (Assets Under Management)
$149,746,412Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CAPITALPOINT FINANCIAL PLANNING, LLC | KEEN CAPITAL, LLC
State Registrations and Notice Filings
(5/10/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1993About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jerry John Mcdonnell's CRS (Customer Relationship Summary).
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