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Jack Weldon Keating

Wealthspire Advisors

Reston, VA

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-01-05
  • VA RA
    APPROVED
    Since 2021-01-05

Branch Locations

11911 Freedom Drive Suite 700, Reston, VA 20190 • 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
Wealthspire Advisors Reston VA 06/2019 Present
Bronfman Rothschild Rockville MD 06/2018 08/2018
College Of Williams And Mary Williamsburg VA 05/2017 08/2017
Walsingham Academy Williamsburg VA 05/2017 08/2017
Virginia Tech Blacksburg VA 08/2015 05/2019
  • 06/2019 → Present
    Wealthspire Advisors
    Reston, VA
  • 06/2018 → 08/2018
    Bronfman Rothschild
    Rockville, MD
  • 05/2017 → 08/2017
    College Of Williams And Mary
    Williamsburg, VA
  • 05/2017 → 08/2017
    Walsingham Academy
    Williamsburg, VA
  • 08/2015 → 05/2019
    Virginia Tech
    Blacksburg, VA
Previous Registrations
  • 2019-09-13 → 2020-12-31
    Wealthspire Advisors
    Reston, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-13
  • S65 Uniform Investment Adviser Law Examination
    2019-09-13

View on SEC IAPD

Other Firms

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CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
MODERN WEALTH MANAGEMENT, LLC

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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