John C. Keys

BEACON CAPITAL MANAGEMENT

Franklin, TN 37067

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CRD#: 3260828

Professional summary

John Christopher Keys, who also goes by Chris Keys, is a registered financial advisor currently at BEACON CAPITAL MANAGEMENT, LLC located in Franklin, Tennessee.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. John has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Keys

Other business activities

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.

Sperry's Restaurant POSITION: Trainer/Server ADDRESS: 650 Frazier Drive, Franklin TN 37067, United States DESCRIPTION: Foodservice START DATE: 11/2/2007 INVESTMENT RELATED: No NUMBER OF HOURS: 28 TRADING HOURS: 0 BEACON CAPITAL MANAGEMENT, LLC. POSITION: IAR and Insurance Sales NATURE: Investment Trading. Fixed, Indexed and Variable annuity sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/15/2016 ADDRESS: 751 Cool Springs Blvd., Ste. 106, Franklin TN 37067, United States DESCRIPTION: Investment trading. Fixed, Indexed and Variable annuity sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Christopher Keys's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 2, 2016 - Present

BEACON CAPITAL MANAGEMENT, LLC

Office #1: 751 Cool Springs Blvd Suite 106, Franklin, TN 37067

RIA

CRD#: 156228

Franklin, TN

Past

February 15, 2016 - November 8, 2019

KALOS CAPITAL, INC.

CRD#: 44337

FRANKLIN, TN

Past

February 14, 2000 - December 12, 2000

AMSOUTH INVESTMENT SERVICES, INC.

CRD#: 15692

BIRMINGHAM, AL

Past

August 26, 1999 - February 14, 2000

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEACON CAPITAL MANAGEMENT, LLC

BEACON CAPITAL MANAGEMENT, LLC | MAXSON, JONATHAN | BEACON FINANCIAL GROUP, LLC

CRD#: 156228 / SEC#: 801-106678

RIA

Registered Investment Advisory firm - (9/23/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(11/2/2016)

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

State Security Law Exam

IAR

Series 66

Date: 11/1/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/20/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/15/2016

General Securities Representative Examination

Current Firm

BEACON CAPITAL MANAGEMENT, LLC

BEACON CAPITAL MANAGEMENT, LLC | MAXSON, JONATHAN | BEACON FINANCIAL GROUP, LLC

CRD#: 156228 / SEC#: 801-106678

RIA

Registered Investment Advisory firm - (9/23/2015 Approved)

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Contact information

Main Address

751 Cool Springs Blvd Suite 106, Franklin, TN 37067

Mailing Address

Phone number

(615) 224-9794

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON FORM ADV 2A UPDATE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	5,398
AUM (Assets Under Management)	$ 1,070,557,366

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John C. Keys

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Christopher Keys's CRS (Customer Relationship Summary).

Certified licenses

Experience

KALOS CAPITAL, INC.

AMSOUTH INVESTMENT SERVICES, INC.

INVEST FINANCIAL CORPORATION

Primary Firm SEC Registration

BEACON CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2016

Series 63

Date: 9/20/1999

SIE

Date: 10/1/2018

Series 7

Date: 2/15/2016

Current Firm

BEACON CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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