Nicholas Jasie
Investment adviser representative at Keenan Financial
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Keenan Financial Insurance Agency Services LLCJun 2025 to now
- Keenan FinancialJul 2024 to now
- CoopervisionMay 2023 to Aug 2023
- Eagle Vale Golf ClubMay 2022 to Aug 2022
- Boston UniversityAug 2020 to May 2024
- Pita PitMay 2020 to Aug 2021
- Rochester Ice CenterDec 2017 to Aug 2023
- Fairport School DistrictSep 2010 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7965451
- Firm CRD
- 285673