Jorgena M. Collias

KEYSTONE FINANCIAL GROUP

Lexington, KY 40503

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CRD#: 4811930

Professional summary

Jorgena Marie Collias, who also goes by Jorgena Marie Chumley, Jorgena Marie Massarone, is a registered financial advisor currently at KEYSTONE FINANCIAL GROUP, LLC located in Lexington, Kentucky and LPL FINANCIAL LLC located in Lexington, Kentucky.

Jorgena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jorgena has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jorgena Marie Chumley | Jorgena Marie Massarone

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.

1. 9/4/2018 - Keystone Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 9/19/2018 - Keystone Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month/6 Hours During Securities Trading - Time Spent 100%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorgena Marie Collias'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

September 11, 2018 - Present

KEYSTONE FINANCIAL GROUP, LLC

Office #1: 527 Wellington Way, Ste 225, Lexington, KY 40503

RIA

CRD#: 170201

Lexington, KY

Current

September 4, 2018 - Present

LPL FINANCIAL LLC

Office #1: 527 Wellington Way #225, Lexington, KY 40503-1375

RIA

CRD#: 6413

Lexington, KY

Past

February 13, 2018 - September 12, 2018

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

LEXINGTON, KY

Past

February 1, 2018 - September 12, 2018

J.P. MORGAN SECURITIES LLC

CRD#: 79

LEXINGTON, KY

Past

February 26, 2013 - June 12, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

LEXINGTON, KY

Past

February 26, 2013 - June 12, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

LEXINGTON, KY

Past

December 11, 2012 - February 20, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

LEXINGTON, KY

Past

December 11, 2012 - February 20, 2013

LPL FINANCIAL LLC

CRD#: 6413

LEXINGTON, KY

Past

June 11, 2007 - December 6, 2012

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

LEXINGTON, KY

Past

April 18, 2007 - December 6, 2012

FIFTH THIRD SECURITIES, INC.

CRD#: 628

LEXINGTON, KY

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".

KEYSTONE FINANCIAL GROUP, LLC

CRD#: 170201 / SEC#: 801-79274

RIA

Registered Investment Advisory firm - (2/26/2014 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Kansas
(5/7/2024)

Kentucky
(9/4/2018)

IAR

Kentucky
(9/11/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/9/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/1/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KEYSTONE FINANCIAL GROUP, LLC

CRD#: 170201 / SEC#: 801-79274

RIA

Registered Investment Advisory firm - (2/26/2014 Approved)

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Contact information

Main Address

527 Wellington Way, Ste 225, Lexington, KY 40503

Mailing Address

Phone number

(859) 317-8316

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KEYSTONE FINANCIAL GROUP, LLC ADV PART 2A (3/25/2025)

KEYSTONE FINANCIAL GROUP, LLC ADV PART 2A APPENDIX 1 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	6,153
AUM (Assets Under Management)	$ 1,858,938,537

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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Jorgena M. Collias

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorgena Marie Collias's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

KEYSTONE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/9/2018

SIE

Date: 10/1/2018

Series 7

Date: 2/1/2018

FINRA

Current Firm

KEYSTONE FINANCIAL GROUP, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEYSTONE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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