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Jeffrey Richardson Keen

INSIGHT 2811 INC·CHICAGO, Illinois
Series 65Clean record16 years registeredINSIGHT 2811 INC
141 W JACKSON BLVD, CHICAGO, IL 60604CRD# 5719741Firm CRD# 109784

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Richardson Keen · CHICAGO, IL
Registration
CRD #5719741 · INSIGHT 2811 INC · 16 years registered
Brand Profile
Not yet started
01

Career History

AZA CAPITAL MANAGEMENT
Dec 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 23, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INSIGHT 2811 INC
CRD 109784 · SEC 801-54428
AUM
$314M
Regulatory assets under management
Employees
9
890 client accounts
Services offered by INSIGHT 2811 INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INSIGHT 2811 INC →
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05

Frequently Asked Questions

What services does Jeffrey Richardson Keen offer?
Jeffrey Richardson Keen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Jeffrey Richardson Keen's credentials?
Jeffrey Richardson Keen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Richardson Keen located?
Jeffrey Richardson Keen is based in CHICAGO, Illinois, working with INSIGHT 2811 INC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Jeffrey Richardson Keen charge for services?
Jeffrey Richardson Keen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSIGHT 2811 INC?
INSIGHT 2811 INC has approximately 9 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INSIGHT 2811 INC

William Kevin Jenkins
TROY, MI
Joseph Anthony Nathan
TROY, MI
Tarek Mustapha Abouljoud
TROY, MI
Christopher Allen Recker
CHICAGO, IL
Dan Danzig
TROY, MI
Michael James Lafontaine
CHICAGO, IL

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