Keith Doyle Ehinger

Current Employers

Employment History

• 02/2010 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 10/2011 → Present
  Sdm, Inc Dba Jkj Financial Services
  Newtown, PA
• 11/2024 → Present
  Lri Investments, Llc
  Palm Beach Gardens, FL

Other Businesses

1) JKJ Financial Services; 109 Pheasant Run, Newtown, PA 18940; 10/2011; Principal; Owner/principal of insurance and financial services firm where I serve as an Insurance Marketer and Client Relationship Manager; Investment Related; 160 hours/month; 160 hours/month during business hours; Ownership, Wages/Salary; Production of life insurance related revenue, investment advisory services, general management of business activities/staff, strategic planning of firm objectives. 2) JKJ M Equity Partners, LP.; investment-related; 109 Pheasant Run, Newtown, PA 18940; acquisition and ownership of securities; Limited Partner; 05/2019 start date; 0 hours/month; 0 hours/month during trading hours; passive investor. 3) M Holdings Securities, Inc; investment-related; 1125 NW Couch St. Portland OR 97209; Broker/Dealer services; Registered Representative; 06/2014 start date; 160 hours/month; 160 hours/month during securities trading hours; placement and management of securities related business. 4) LRI Investments, LLC; 3825 PGA Blvd, Suite 303, Palm Beach Gardens FL 33410; Registered Investment Advisor; Investment related; Investment Advisory Representative; provide investment advisory services to clients; 11/01/2024; 160 hours per month; 160 hours per month during trading hours. 5) JKJ LRII EQUITY PARTNERS LLC; 109 Pheasant Run, Newtown PA 18940; Entity to hold ownership in RIA; Investment related; Partner; No additional responsibilities outside of our IA operations through LRII; 11/25/2024; 160 hours per month; 160 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-15
• S63 Uniform Securities Agent State Law Examination
  2014-07-01

Other Names

• Keith Doyle Ehinger