Best Investors Account Sign in
Inactive

Jacob Braeden Motyl

Keenan Financial

Boston, MA

Claim This Profile
Current Employers
Keenan Financial

7 Bulfinch Place Suite 302, Boston, MA 02114 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-11
  • MA RA
    APPROVED
    Since 2026-08-11

Branch Locations

7 Bulfinch Place Suite 302, Boston, MA 02114 • 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
Keenan Financial Boston MA 07/2026 Present
New Valley Bank & Trust Springfield MA 05/2025 03/2026
Teagno Construction Inc Amherst MA 10/2023 04/2024
Mario's Pizzeria Ristorante Somers CT 04/2021 09/2022
Western New England University Springfield MA 08/2022 05/2026
Minnechaug Regional High School Wilbraham MA 09/2018 06/2022
Wilbraham Middle School Wilbraham MA 09/2015 06/2018
  • 07/2026 → Present
    Boston, MA
  • 05/2025 → 03/2026
    New Valley Bank & Trust
    Springfield, MA
  • 10/2023 → 04/2024
    Teagno Construction Inc
    Amherst, MA
  • 04/2021 → 09/2022
    Mario's Pizzeria Ristorante
    Somers, CT
  • 08/2022 → 05/2026
    Western New England University
    Springfield, MA
  • 09/2018 → 06/2022
    Minnechaug Regional High School
    Wilbraham, MA
  • 09/2015 → 06/2018
    Wilbraham Middle School
    Wilbraham, MA
Other Businesses

The principal business of Jacob Motyl is that of an investment adviser representative and provider of financial planning services. Jacob Motyl is also an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Keenan Financial always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Keenan Financial in connection with such individual’s activities outside of Keenan Financial. Jacob Motyl spends approximately five hours per month on this activity, none during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-25
  • S65 Uniform Investment Adviser Law Examination
    2026-06-25
Other Names
  • Jake Braeden Motyl

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor