Jacob Kehoe, financial advisor Maysville OH

Jacob Kehoe

CRD Number: 7373093
Current Firm: Raymond James Financial Services Advisors, Inc.

Jacob Kehoe (CRD# 7373093) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Maysville, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Milholland And Mitchell Financial Group LLC Marysville, OH Jan 2024 - Current < 1
Raymond James Financial Services Advisors, Inc. Marysville, OH Aug 2022 - Current 1
Raymond James Financial Services, Inc. Marysville, OH Apr 2022 - Current 2
Milholland Financial Inc. Dba Milholland Financial Group Marysville, OH May 2021 - Current 3
Milholland Financial Group Marysville, OH May 2022 - Dec 2023 1
Cleveland Country Club Shelby, NC Oct 2020 - May 2022 1
Gardner Webb University Boiling Springs, NC Aug 2018 - May 2022 3
Raymond James Financial Services, Inc. Marysville, OH Oct 2021 - Apr 2022 < 1
Wells Fargo Advisors Financial Network LLC St. Louis, MO May 2021 - Aug 2021 < 1
Scioto Reserve Country Club Powell, OH May 2017 - Aug 2019 2
Chestnut Hill College Philadelphia, PA Aug 2017 - Aug 2018 1
Student Buckeye Valley High School Delaware, OH Aug 2015 - May 2017 1
Conneaut High School Conneaut, OH Aug 2014 - Aug 2015 1
Gateway Middle School Conneaut, OH Aug 2011 - Aug 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2022
Contact Info for Jacob M. Kehoe
Phone Number: 727-567-3020
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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