John Francis Keenan

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• 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

• 11/2009 → 02/2020
  Prudential Insurance Company Of America
  Newark, NJ
• 08/2017 → 02/2020
  Prudential Investment Management Services Llc
  Newark, NJ
• 02/2020 → 11/2020
  Prudential Annuities Distributors, Inc
  Newark, NJ
• 04/2022 → 02/2026
  Equity Services Inc
  Montpelier, VT
• 11/2020 → 04/2022
  Unemployed
  Avon, CT
• 03/2026 → Present
  Equity Services, Inc.
  Montpelier, VT

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-12-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• John F Keenan