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KS

Keaton Secretan

JRS WEALTH MANAGEMENT
SOUTH JORDAN, UT 84095
Some features on this profile are disabled
CRD#: 7235257
KS

Professional summary

Keaton Secretan is a registered financial advisor currently at JRS WEALTH MANAGEMENT LLC located in South Jordan, Utah.

Keaton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Keaton has worked at 2 firms 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keaton Secretan'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

August 2, 2022 - Present

JRS WEALTH MANAGEMENT LLC

Office #1: 10808 South Riverfront Parkway Suite 351, South Jordan, UT 84095
RIA
CRD#: 306294
SOUTH JORDAN, UT
Past

January 25, 2021 - May 5, 2022

WORLD INVESTMENT ADVISORS, LLC

RIA
CRD#: 208512
Lehi, UT

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
Utah
(8/2/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/21/2021
Uniform Investment Adviser Law Examination

Current Firm

JW
JRS WEALTH MANAGEMENT LLC
JRS WEALTH MANAGEMENT LLC

CRD#: 306294 / SEC#: 801-135617

Utah
Registered Investment Advisory firm - (2/20/2020 Approved)
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Contact information

Main Address
10808 South Riverfront Parkway Suite 351, South Jordan, UT 84095
Mailing Address
Phone number
(801) 987-3973
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JRS WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE , BROCHURE SUPPLEMENT, AND PRIVACY POLICY (2/19/2026)

Regulatory assets under management

Total Number of Accounts1,002
AUM (Assets Under Management)$ 135,000,000

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

JRS WEALTH MANAGEMENT LLC

CRD#: 306294South Jordan, UT 84095

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