Keaton Secretan
Investment adviser representative at Jrs Wealth Management LLC
10 yearsExperience
1 stateRegistered in
$135MFirm assets
Under 1 yearFirm 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 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
Experience
10 years in the industry.
- Jrs Wealth Management LLCJun 2022 to now
- Pensionmark Financial Group, LLCFeb 2020 to Apr 2022
- Thanksgiving PointNov 2019 to Feb 2020
- Mission Belt CoMar 2017 to Nov 2019
- Thanksgiving PointMar 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (UT).
Jrs Wealth Management LLC
$135MAssets managed
348Clients
2Advisers
Under 1 yearIn 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
- 7235257
- Firm CRD
- 306294