John Francis Keenan
Investment adviser representative at Esi Financial Advisors
17 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Equity Services, Inc.Mar 2026 to now
- Equity Services IncApr 2022 to Feb 2026
- UnemployedNov 2020 to Apr 2022
- Prudential Annuities Distributors, IncFeb 2020 to Nov 2020
- Prudential Investment Management Services LLCAug 2017 to Feb 2020
- Prudential Insurance Company of AmericaNov 2009 to Feb 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2222699
- Firm CRD
- 265