James Morgan Ball
Investment adviser representative at Keenan Financial
13 yearsExperience
2 statesRegistered in
$202.5MFirm assets
2 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
13 years in the industry.
- Keenan Financial Insurance Agency Services LLCMar 2023 to now
- Keenan FinancialFeb 2023 to now
- N/aJun 2022 to Jan 2023
- Schatzel ConstructionJun 2020 to Jan 2022
- Saugerties Department of Parks and RecreationJun 2016 to Jun 2020
- StudentJan 2013 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Keenan Financial
Legal name: Keenan, LLC
$202.5MAssets managed
751Clients
21Advisers
2 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
- 7694758
- Firm CRD
- 285673