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Jerry John Mcdonnell

Keen Capital, LLC

Westminster, CO

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Current Employers
Keen Capital, Llc

Westminster, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-08
  • CO RA
    APPROVED
    Since 2025-11-08

Branch Locations

Westminster, CO • 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
Capitalpoint Financial Planning, Llc Furlong PA 04/2016 Present
  • 04/2016 → Present
    Capitalpoint Financial Planning, Llc
    Furlong, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-16
S63 Uniform Securities Agent State Law Examination 1994-05-25
  • S66 Uniform Combined State Law Examination
    2004-07-16
  • S63 Uniform Securities Agent State Law Examination
    1994-05-25
Other Names
  • Gerard Mcdonnell

View on SEC IAPD

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