Jamie Michael Keaveny
Professional Summary
Jamie Michael Keaveny is a registered financial advisor currently at TEXAKOMA FINANCIAL, INC. located in Plano, Texas. Jamie is registered as a RR (Registered Representative) and started their career in finance in 2019. Jamie has worked at 1 firm and has passed the Series 63, Series 22TO, SIE and Series 39 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
TEXAKOMA FINANCIAL, INC.
Contact Information
Main Address
5601 Granite Parkway Suite 800, Plano, TX 75024Mailing Address
5601 Granite Parkway Suite 800, Plano, TX 75024Phone Number
(972) 701-9106Established
Texas since 03/06/1985Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (25 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KENNEDY, DEAN RICHARD | OWNER/PRINCIPAL | 1268230 |
| BOYD, ROBYN LAUREL | PRINCIPAL FINANCIAL OFFICER | 7570200 |
| KEAVENY, JAMIE MICHAEL | EXECUTIVE VICE PRESIDENT/DIRECTOR/TREASURER | 7137725 |
| LATORRE, STEPHEN JOHN | PRESIDENT/DIRECTOR/SECRETARY | 3009003 |
| MOORE, ASHLEE ELIZABETH | CCO | 7907461 |
| MOORE, ASHLEE ELIZABETH | PRINCIPAL OPERATIONS OFFICER | 7907461 |
Disclosures
Regulatory Event
3Arbitration
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(11/12/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22TO — Direct Participation Programs Representative Examination
Passed Dec 2019About the Series 22TO examSeries 39 — Direct Participation Programs Principal Examination
Passed Sep 2020About the Series 39 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jamie Michael Keaveny's CRS (Customer Relationship Summary).
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