Jorgena Marie Collias

Employer firm

Keystone Financial Group, LLC CRD 170201

$2.34B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 12/2017
  Lexington Fayette Government
  Lexington, KY
• 01/2018 → 08/2018
  Jp Morgan Securities Llc
  Lexington, KY
• 01/2018 → 08/2018
  Jpmorgan Chase Bank, N.A
  Lexington, KY
• 09/2018 → Present
  Lpl Financial Llc
  Lexington, KY
• 09/2018 → Present
  Keystone Financial Group, Llc
  Lexington, KY

Previous Registrations

• 2018-02-13 → 2018-09-12
  J.P. Morgan Securities Llc
  Lexington, KY
  Lexington, KY
• 2013-02-26 → 2015-06-12
  J.P. Morgan Securities Llc
  Lexington, KY
  Lexington, KY
  Lexington, KY
• 2012-12-11 → 2013-02-20
  Lpl Financial Llc
  Lexington, KY
• 2007-06-11 → 2012-12-06
  Fifth Third Securities, Inc.
  Lexington, KY
  Georgetown, KY
  Lexington, KY
  Lexington, KY

Other Businesses

1. 9/4/2018 - Keystone Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 9/19/2018 - Keystone Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month/6 Hours During Securities Trading - Time Spent 100%.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-09

Other Names

• Jorgena Marie Collias
• Jorgena Marie Massarone
• Jorgena Marie Massarone
• Jorgena Marie Chumley