John S. Keyes
Professional summary
John Stirn Keyes, CFP® is a registered financial advisor currently at PETERSEN HASTINGS WEALTH ADVISORS, INC. located in Kennewick, Washington.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Stirn Keyes's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
February 18, 2020 - Present
PETERSEN HASTINGS WEALTH ADVISORS, INC.
Office #1: 8203 W Quinault Suite 101, Kennewick, WA 99336July 18, 2016 - December 13, 2019
CETERA INVESTMENT ADVISERS LLC
July 18, 2016 - December 13, 2019
CETERA INVESTMENT SERVICES LLC
May 15, 2015 - August 21, 2015
STRATEGIC ADVISERS LLC
November 26, 2012 - December 31, 2014
STRATEGIC ADVISERS LLC
May 19, 2011 - August 14, 2015
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
PETERSEN HASTINGS WEALTH ADVISORS, INC.
CRD#: 110952 / SEC#: 801-19727
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/18/2020)
Exams
Current Firm
PETERSEN HASTINGS WEALTH ADVISORS, INC.
CRD#: 110952 / SEC#: 801-19727
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,034 |
| AUM (Assets Under Management) | $ 1,278,121,352 |
Red Flags
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