John Charles O'KEeffe

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 09/2020
  Raymond James Financial Services,Inc.
  Fairfield, NJ
• 02/2009 → 09/2020
  Raymond James Financial Services Advisors Inc.
  Fairfield, NJ
• 02/2009 → Present
  O'KEeffe Financial Partners, Llc
  Fairfield, NJ
• 03/2016 → Present
  Capitas Financial, Llc
  Fairfield, NJ
• 04/2017 → Present
  Trust Financial Services, Llc
  Fairfield, NJ
• 10/2020 → Present
  Kestra Investment Services, Llc
  Fairfield, NJ
• 10/2020 → Present
  Kestra Advisory Services, Llc
  Fairfield, NJ

Previous Registrations

• 2009-02-23 → 2020-10-14
  Raymond James Financial Services Advisors, Inc
  Fairfield, NJ
  Saint Petersburg, FL
• 2002-05-08 → 2009-03-05
  Citigroup Global Markets Inc.
  Wayne, NJ

Other Businesses

Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 10/14/2020 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Finacial AdvisoryBusiness Name: O'Keeffe Financial Partners LLC Investment Related: Yes Address: 100 Passaic Ave., Suite 100A Fairfield NJ 07004 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Owner and Financial Advisor Start Date: 2/12/2009 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Wealth Manager and Financial Advisor Business Name: CAPITAS FINANCIAL LLC POSITION: Independent Contractor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2009 ADDRESS: 135 Route 202/206, Bedminster NJ 07921, United States DESCRIPTION: Independent Contractor for Life Insurance Business Name: O'KEEFFE HOLDINGS LLC POSITION: Managing Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2023 ADDRESS: 8 Wheeler Road, Wayne NJ 07470 DESCRIPTION: Ownership and management of rental property.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-05-25
• S63 Uniform Securities Agent State Law Examination
  1983-09-14

Other Names

• John Okeeffe
• John Charles Okeeffe