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Nicholas Jasie

Keenan Financial

Boston, MA

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Current Employers
Keenan Financial

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-08-13
  • MA RA
    APPROVED
    Since 2024-08-13

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
Boston University Boston MA 01/2022 05/2024
Rochester Ice Center Fairport NY 12/2017 08/2023
Pita Pit Henrietta NY 05/2020 08/2021
Coopervision Victor NY 05/2023 08/2023
Eagle Vale Golf Club Fairport NY 05/2022 08/2022
Boston University Boston MA 08/2020 05/2024
Fairport School District Fairport NY 09/2010 05/2020
Keenan Financial Boston MA 07/2024 Present
Keenan Financial Insurance Agency Services Llc Boston MA 06/2025 Present
  • 01/2022 → 05/2024
    Boston University
    Boston, MA
  • 12/2017 → 08/2023
    Rochester Ice Center
    Fairport, NY
  • 05/2020 → 08/2021
    Pita Pit
    Henrietta, NY
  • 05/2023 → 08/2023
    Coopervision
    Victor, NY
  • 05/2022 → 08/2022
    Eagle Vale Golf Club
    Fairport, NY
  • 08/2020 → 05/2024
    Boston University
    Boston, MA
  • 09/2010 → 05/2020
    Fairport School District
    Fairport, NY
  • 07/2024 → Present
    Boston, MA
  • 06/2025 → Present
    Keenan Financial Insurance Agency Services Llc
    Boston, MA
Other Businesses

The principal business of Nicholas Jasie is that of an investment adviser representative and provider of financial planning services. Nicholas Jasie 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. Nicholas Jasie spends approximately five hours per month on this activity, none during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-17
  • S65 Uniform Investment Adviser Law Examination
    2024-07-17

View on SEC IAPD

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