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Jacqueline Elizabeth Keener

Savant Wealth Management

Rockford, IL

Lancaster, PA

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-05-12
  • PA RA
    APPROVED
    Since 2023-05-12

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

1869 Charter Lane Suite Suite 302, Lancaster, PA 17601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pbwm Holdings, Llc Lancaster PA 05/2015 09/2017
Domani Wealth, Llc (Formerly Pbwm Holdings) Lancaster PA 09/2017 05/2023
Savant Wealth Management Rockford IL 05/2023 Present
  • 05/2015 → 09/2017
    Pbwm Holdings, Llc
    Lancaster, PA
  • 09/2017 → 05/2023
    Domani Wealth, Llc (Formerly Pbwm Holdings)
    Lancaster, PA
  • 05/2023 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2016-03-29 → 2023-08-04
    Domani Wealth, Llc
    Lancaster, PA
Other Names
  • Jacqueline Elizabeth Coe

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

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