Unclaimed Profile

Jean Marie Van Keppel

WHITNELL & CO·OAK BROOK, Illinois

SIE, Series 6, Series 7TO, Series 63, Series 66CFAClean record15 years registeredWHITNELL & CO

701 HARGER ROAD, OAK BROOK, IL 60523-1489CRD# 3206335Firm CRD# 104633

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jean Marie Van Keppel · OAK BROOK, IL

Registration

CRD #3206335 · WHITNELL & CO · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WHITNELL & CO

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2019 – Sep 2023

MERRILLVILLE, IN

RIVER STREET ADVISORS, LLC

Jul 2013 – May 2017

AURORA, IL

WHITNELL & CO

Dec 2010 – Aug 2012

OAK BROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 63

Series 66

Registration record

First registered · December 8, 2010

Years registered · 15

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHITNELL & CO

CRD 104633 · SEC 801-36433

AUM

$1.2B

Regulatory assets under management

Employees

1,418 client accounts

Services offered by WHITNELL & CO

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WHITNELL & CO →

Introduction

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Frequently Asked Questions

What services does Jean Marie Van Keppel offer?

Jean Marie Van Keppel specializes in Financial Planning, Investment Management, Wealth Management.

What are Jean Marie Van Keppel's credentials?

Jean Marie Van Keppel holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jean Marie Van Keppel located?

Jean Marie Van Keppel is based in OAK BROOK, Illinois, last registered with WHITNELL & CO.

How does Jean Marie Van Keppel charge for services?

Jean Marie Van Keppel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITNELL & CO?

WHITNELL & CO has approximately 25 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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