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Jeffrey Richardson Keen

Investment adviser representative at Aza Capital Management
21 yearsExperience
2 statesRegistered in
$339.6MFirm assets
29 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Aza Capital ManagementMar 2005 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 2 states (IL, MI).

Aza Capital Management

Legal name: Insight 2811 Inc

$339.6MAssets managed
345Clients
7Advisers
29 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
5719741
Firm CRD
109784
Advisor's SEC record (opens in a new tab)
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