Jo Anne Keck

Current Employers

Employment History

• 05/2016 → 11/2016
  Unemployed
  New Orleans, LA
• 12/2016 → 08/2018
  Klr Group
  Houston, TX
• 08/2018 → 01/2023
  Keck & Co.
  New Orleans, LA
• 11/2019 → 10/2022
  Dumaine Investments Llc
  New Orleans, LA
• 07/2019 → 12/2019
  Stonehaven, Llc
  New York, NY
• 12/2021 → 12/2022
  Sp Securities, Llc
  Houston, TX
• 01/2023 → Present
  Capital Wealth Advisors
  Naples, FL
• 06/2026 → Present
  Calusa River
  Naples, FL
• 06/2026 → Present
  Simplicity Investments
  Summit, NJ

Previous Registrations

• 2020-05-27 → 2023-01-10
  Dumaine Investments Llc
  New Orleans, LA

Other Businesses

1.) CAPITAL WEALTH ADVISORS - 1/1/23 - 9130 Galleria Court, 3rd Floor, Naples, FL 34109 - IAR, Advise individual clients on investment strategies, financial planning & wealth mgmt, Invt Rel, RA business, 40 hrs/mo; 2 hrs/mo (during trading hours). 2.) CALUSA RIVER - 6/9/26 - 9130 Galleria Court, 3rd Floor, Naples, FL 34109, Licensed insurance agent/Independent Producer, Prospect for insurance clients, conduct needs assessments, recommend & present insurance products, complete applications & provide ongoing policy service, Invt Rel, Ins bus, 50 hrs/mo; 1 hr (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-26
• S63 Uniform Securities Agent State Law Examination
  2011-07-21

Other Names

• Jo Anne Keck