Jacob Christopher Monroe

Current Employers

Employment History

• 11/2024 → Present
  Keenan Financial
  Boston, MA
• 11/2023 → 10/2024
  The Hockey Path
  New York City, NY
• 06/2023 → 08/2023
  Public Consulting Group
  Boston, MA
• 06/2022 → 08/2022
  Public Consulting Group
  Boston, MA
• 06/2021 → 08/2021
  Highland Park Market
  Manchester, CT
• 09/2020 → 06/2024
  Williams College
  Williamstown, MA
• 06/2019 → 08/2019
  Novo Precision
  Bristol, CT
• 09/2016 → 06/2020
  Westminster School
  Simsbury, CT
• 08/2024 → Present
  Keenan Financial Insurance Agency Services Llc
  Boston, MA

Other Businesses

The principal business of Jacob Monroe is that of an investment adviser representative and provider of financial planning services. Jacob Monroe is also an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Keenan Financial always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Keenan Financial in connection with such individual's activities outside of Keenan Financial. Jacob Monroe spends approximately five hours per month on this activity, none during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-07

Other Names

• Jake Monroe