JB
Jay Baird
KEEL POINT CAPITAL
Tysons, VA 22102
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CRD#: 7517308
JB
Professional summary
Jay Baird is a registered financial professional currently at KEEL POINT CAPITAL, LLC located in Tysons, Virginia.
Jay is registered as a RR (Registered Representative) and started their career in finance in 2023. Jay has worked at 1 firm and has passed the Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
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.
CRS (Client Relationship Summary) - BD
Click below to view Jay Baird'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®
NoneExperience
Current
January 11, 2023 - Present
KEEL POINT CAPITAL, LLC
Office #1: 8405 Greensboro Drive Suite 900, Tysons, VA 22102BD
CRD#: 6769
Tysons, VA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
RR
Series 7TO
Date: 1/11/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KEEL POINT CAPITAL, LLC
BLUE CREEK | KPC | KEEL POINT CAPITAL, LLC | INVESTMENT & FINANCIAL SERVICES, INC. | BLUE CREEK SECURITIES, LLC | BLUE CREEK SECURITIES, INC.
CRD#: 6769 / SEC#: , 8-22990
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information
Main Address
100 Church Street Suite 500, Huntsville, AL 35801
Mailing Address
100 Church Street Suite 500, Huntsville, AL 35801
Phone number
(256) 704-5111
Established
Delaware since 10/24/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (40 States and Territories)
Direct owners and executive officers
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.
