Keaton Straka
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 feeOther
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.
- Edward JonesJul 2026 to now
- Maple Bluff Country ClubApr 2026 to Jul 2026
- Action Financial Strategies, LLCFeb 2025 to Jul 2026
- New York Life Insurance/ny Life Securities CompanyFeb 2025 to Jul 2026
- University of Wisconsin-madisonSep 2024 to Dec 2024
- Summit Credit UnionMay 2024 to Aug 2024
- Summit Credit UnionMay 2023 to Aug 2023
- Maple Bluff Country ClubMay 2022 to Dec 2024
- Uw HealthMay 2022 to Aug 2022
- Summit Credit UnionMay 2021 to Aug 2021
- University of Wisconsin-madisonSep 2020 to May 2024
- USA Hockey, Dchoa, WiaaOct 2016 to Feb 2025
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 8034023
- Firm CRD
- 250