Jacob L. O'KEefe

Current Employers

Employment History

• 07/2005 → 11/2018
  New England Securities
  Waukesha, WI
• 06/2005 → 11/2018
  New England Financial
  Waukesha, WI
• 01/2015 → 11/2018
  Metlife Securities Inc.
  Wausau, WI
• 03/2017 → 11/2018
  Mml Investors Services, Llc
  Wausau, WI
• 11/2018 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 11/2018 → Present
  Focus Financial Network, Inc.
  Minneapolis, MN

Previous Registrations

• 2017-03-25 → 2018-11-02
  Mml Investors Services, Llc
  Wausau, WI
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Wausau, WI
  Wausau, WI
• 2011-12-09 → 2015-01-02
  New England Securities
  Brookfield, WI
  Wausau, WI
  Waukesha, WI

Other Businesses

1.INDEPENDENT INSURANCE AGENT FROM BUSINESS ADDRESS SELLING Dental and Group Disability Income, Fixed Annuities, Long-Term Care, LIFE/ACCIDENT/HEALTH 3HRS/WK DURING SECURITIES TRADING HOURS & 2HRS/WKND & EVENINGS SINCE 10/2005 2. FOCUS FINANCIAL POSITION: Financial Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2018 ADDRESS: 3530 Stewart Ave, Wausau WI 54401, United States DESCRIPTION: I meet with prospects and clients to educate and guide them to meet their investment goals. 3. FOCUS FINANCIAL - INSURANCE POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2018 ADDRESS: 3530 Stewart Ave, Wausau WI 54401, United States DESCRIPTION: Sales and service of fixed insurance and fixed annuity products. 4. JACOB L. O'KEEFE POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/31/2005 ADDRESS: 3530 Stewart Ave, Wausau WI 54401, United States DESCRIPTION: Sell and service employer insurance benefits and voluntary insurance benefits 5. FFREG LLC POSITION: Member NATURE: Partnership LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/06/2021 ADDRESS: 2405 Schofield Ave, Suite 240, Weston WI 54476, United States DESCRIPTION: This partnership will own a building that houses our financial advisor practices. Duties will be managing this property. 6. FFREG LLC POSITION: Member NATURE: Partnership LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/06/2021 ADDRESS: 3530 Stewart Ave, Wausau WI 54401, United States DESCRIPTION: This partnership will own a building that houses our financial advisor practices. Duties will be managing this property. 7. E4 INSURANCE SERVICES POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 3530 Stewart Ave, Wausau WI 54401, United States DESCRIPTION: Sales and service of fixed insurance and fixed annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-07
• S63 Uniform Securities Agent State Law Examination
  2005-08-25

Other Names

• Jacob O'KEefe