JK
Jaycob J. Keuning
STRAIGHT PATH WEALTH MANAGEMENT
Jenison, MI 49428
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CRD#: 7168941
JK
Professional summary
Jaycob John Keuning, CFP® is a registered financial advisor currently at STRAIGHT PATH WEALTH MANAGEMENT located in Jenison, Michigan.
Jaycob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jaycob has worked at 1 firm and has passed the Series 65 exam.
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.
1) Jet's pizza, located in Allendale, MI which is non-investment related business. Jaycob spends 25 hours a week. 2) MI Life Insurance Producer; Investment related: No; Location: 83 W 27th St Holland Michigan 49423 United States; Descriptions: MI Life Insurance Producer; Position Title: Owner; Start date: 2022-12-12; Hours per month during trading hours: 2; Hours per month outside trading hours: 4.
CRS (Client Relationship Summary) - RIA
Click below to view Jaycob John Keuning'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®
Start date: 2021
Experience
Current
August 19, 2019 - Present
STRAIGHT PATH WEALTH MANAGEMENT
Office #1: 7699 Georgetown Center Drive, Jenison, MI 49428RIA
CRD#: 148897
Jenison, MI
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".
SP
STRAIGHT PATH WEALTH MANAGEMENT
FINANCIAL ARCHITECTS, INC | STRAIGHT PATH WEALTH MANAGEMENT | FINANCIAL ARCITECTS, INC
CRD#: 148897 / SEC#: 801-120307
RIA
Registered Investment Advisory firm - (2/11/2021 Approved)Michigan
Registered Investment Advisory firm - (3/10/2021 Terminated)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
Michigan(8/19/2019)
IAR
Texas(12/8/2022)
Current Firm
SP
STRAIGHT PATH WEALTH MANAGEMENT
FINANCIAL ARCHITECTS, INC | STRAIGHT PATH WEALTH MANAGEMENT | FINANCIAL ARCITECTS, INC
CRD#: 148897 / SEC#: 801-120307
RIA
Registered Investment Advisory firm - (2/11/2021 Approved)Michigan
Registered Investment Advisory firm - (3/10/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7699 Georgetown Center Drive, Jenison, MI 49428
Mailing Address
Phone number
(616) 288-3670
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,783 |
| AUM (Assets Under Management) | $ 347,960,970 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRAIGHT PATH WEALTH MANAGEMENT
CRD#: 148897Jenison, MI 49428TRUST BUT VERIFY
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