Unclaimed Profile

Jenny Ingraham Martella

KEATLEY WEALTH MANAGEMENT, LLC·CHARLOTTE, North Carolina

Series 65Clean record13 years registeredKEATLEY WEALTH MANAGEMENT, LLC

7615 COLONY ROAD, CHARLOTTE, NC 28226CRD# 6149638Firm CRD# 127980

Profile Verification

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

Identity

Jenny Ingraham Martella · CHARLOTTE, NC

Registration

CRD #6149638 · KEATLEY WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KEATLEY WEALTH MANAGEMENT, LLC

MODERA WEALTH MANAGEMENT, LLC

Jan 2020 – Apr 2026

CHARLOTTE, NC

KEATLEY WEALTH MANAGEMENT, LLC

Feb 2013 – Dec 2019

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 6, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEATLEY WEALTH MANAGEMENT, LLC

CRD 127980 · SEC 801-111711

AUM

$153M

Regulatory assets under management

Employees

341 client accounts

Services offered by KEATLEY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEATLEY WEALTH MANAGEMENT, LLC →

Introduction

Speak with Jenny

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jenny is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jenny Ingraham Martella offer?

Jenny Ingraham Martella specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Jenny Ingraham Martella's credentials?

Jenny Ingraham Martella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jenny Ingraham Martella located?

Jenny Ingraham Martella is based in CHARLOTTE, North Carolina, last registered with KEATLEY WEALTH MANAGEMENT, LLC.

How does Jenny Ingraham Martella charge for services?

Jenny Ingraham Martella's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEATLEY WEALTH MANAGEMENT, LLC?

KEATLEY WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →