Keaton Secretan

JRS WEALTH MANAGEMENT LLC

SOUTH JORDAN, UT 84095

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CRD#: 7235257

Professional summary

Keaton Secretan is a registered financial advisor currently at JRS WEALTH MANAGEMENT LLC located in South Jordan, Utah.

Keaton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Keaton has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Independent Insurance Agent- Same location, 4 hrs/ month, 4 hrs/ month during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keaton Secretan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 2, 2022 - Present

JRS WEALTH MANAGEMENT LLC

Office #1: 10808 South Riverfront Parkway Suite 351, South Jordan, UT 84095

RIA

CRD#: 306294

SOUTH JORDAN, UT

Past

January 25, 2021 - May 5, 2022

WORLD INVESTMENT ADVISORS, LLC

RIA

CRD#: 208512

Lehi, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(8/2/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/21/2021

Uniform Investment Adviser Law Examination

Current Firm

JRS WEALTH MANAGEMENT LLC

CRD#: 306294 / SEC#:

Utah

Registered Investment Advisory firm - (2/20/2020 Approved)

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Contact information

Main Address

10808 South Riverfront Parkway Suite 351, South Jordan, UT 84095

Mailing Address

Phone number

(801) 987-3973

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	501
AUM (Assets Under Management)	$ 108,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Keaton Secretan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keaton Secretan's CRS (Customer Relationship Summary).

Certified licenses

Experience

JRS WEALTH MANAGEMENT LLC

WORLD INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/21/2021

Current Firm

JRS WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JRS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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