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Joseph John Keenan

Joseph J. Keenan

HILLHURST WEALTH MANAGEMENT LLC
West Hills, CA
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CRD#: 5914884
Joseph John Keenan

Professional summary

Joseph John Keenan, CFP® is a registered financial advisor currently at HILLHURST WEALTH MANAGEMENT LLC located in West Hills, California.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joseph has worked at 2 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
MC Legacy Group LLC ("MCLG") is an investment-related business. Located at 31280 Oak Crest Drive, Westlake Village, CA 91361. MCLG is a single-family office where I serve as Chief Financial Officer. It has no relationship with Hillhurst Wealth Management LLC. Started 11/1/2021 and devote approximately 160 hours per month to this business. I devote approximately 80 hours per month during securities trading hours. As Chief Financial Officer I am responsible for new investment due diligence, accounting, budgeting, banking and professional relationships, and reporting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph John Keenan's 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®
CFP®

Certified Financial Planner

Start date: 1994

Experience

Current

January 20, 2021 - Present

HILLHURST WEALTH MANAGEMENT LLC

RIA
CRD#: 289433
West Hills, CA
Past

January 24, 2020 - December 31, 2020

HILLHURST WEALTH MANAGEMENT LLC

RIA
CRD#: 289433
West Hills, CA
Past

July 24, 2018 - April 3, 2019

BUCKS COUNTY FINANCIAL PLANNING GROUP, INC.

RIA
CRD#: 151205
Westlake Village, CA
Past

October 13, 2017 - December 31, 2019

HILLHURST WEALTH MANAGEMENT LLC

RIA
CRD#: 289433
West Hills, CA

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
California
(1/20/2021)

Exams

Current Firm

HW
HILLHURST WEALTH MANAGEMENT LLC
HILLHURST WEALTH MANAGEMENT LLC

CRD#: 289433 / SEC#:

California
Registered Investment Advisory firm - (1/20/2021 Approved)
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Contact information

Main Address
West Hills, CA
Mailing Address
6442 Platt Avenue #376, West Hills, CA 91307-3218
Phone number
(818) 912-7699
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts4
AUM (Assets Under Management)$ 221,321

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.

Company Information

HILLHURST WEALTH MANAGEMENT LLC

CRD#: 289433West Hills, CA

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