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Jeb Michael Flynn

Investment adviser representative at Keen Wealth Advisors
5 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm 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 fee

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

5 years in the industry.

  1. Keen Wealth AdvisorsJun 2020 to now
  2. Sound Stewardship, LLCFeb 2019 to May 2020
  3. American Lawn and LandscapeJul 2018 to Feb 2019
  4. Wyatt Park Christian ChurchJun 2015 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 2 states (KS, TX).

Keen Wealth Advisors

Legal name: Kwmg, LLC

$1.2BAssets managed
1,018Clients
22Advisers
12 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
7088543
Firm CRD
170293
Advisor's SEC record (opens in a new tab)
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