$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2011
- Office Locations
- 1
Office Locations
-- THE Villages FL
About JFK Advisory Services, LLC
JFK Consulting LLC (The Villages, FL) provides consulting and facilitation to help organizations strengthen a culture of inclusive excellence. The team delivers practical, common-sense solutions tailored to each partner, supporting personal and organizational growth, with over a decade of experience and client testimonials from a range of organizations.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES F. KEAHON
Chief Compliance Officer, President
- CRD
- #6012243
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,287,210 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,287,210 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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