Unclaimed Profile

Keegan Jay Denn

FIDELIS IM, LLC·MEDFORD, Oregon

Series 65Clean record15 years registeredFIDELIS IM, LLC

2950 E. BARNETT ROAD, MEDFORD, OR 97504CRD# 5783555Firm CRD# 162985

Profile Verification

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

Identity

Keegan Jay Denn · MEDFORD, OR

Registration

CRD #5783555 · FIDELIS IM, LLC · 15 years registered

Brand Profile

Not yet started

Career History

FIDELIS IM

Mar 2012 – present

CUTLER INVESTMENT COUNSEL, LLC

Sep 2010 – Mar 2012

JACKSONVILLE, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 24, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDELIS IM, LLC

CRD 162985 · SEC 801-118351

AUM

$269M

Regulatory assets under management

Employees

564 client accounts

Services offered by FIDELIS IM, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIDELIS IM, LLC →

Introduction

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Frequently Asked Questions

What services does Keegan Jay Denn offer?

Keegan Jay Denn specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MEDFORD, Oregon for a consultation.

What are Keegan Jay Denn's credentials?

Keegan Jay Denn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keegan Jay Denn located?

Keegan Jay Denn is based in MEDFORD, Oregon, working with FIDELIS IM, LLC. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.

How does Keegan Jay Denn charge for services?

Keegan Jay Denn'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 FIDELIS IM, LLC?

FIDELIS IM, LLC has approximately 3 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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