Jacob Monroe has been an investment adviser representative at Keenan since November 2024, and is not listed among the firm’s executive officers or direct owners.
Keenan, LLC is a Boston, MA firm with $202M under management, 751 clients and 26 advisers in one office, as of its April 2026 filing.
Investment adviser representative registrations
Jacob Monroe is registered as an investment adviser representative in Massachusetts, since November 2024.
- MassachusettsSince 25 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Christopher Monroe
- CRD
- 8011170
- Firm
- Keenan · CRD 285673
- Office
- 7 BULFINCH PLACE, SUITE 302, Boston, MA 02114
- Registration
- Investment adviser registration
- In the industry since
- November 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Monroe work?
Jacob Monroe is an investment adviser representative registered through Keenan, LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Monroe a financial advisor?
Yes. Jacob Monroe has a current investment-adviser registration in Massachusetts, through Keenan since November 2024.
How many years of experience does Jacob Monroe have?
Jacob Monroe has 1 year in the financial industry, since November 2024, across 1 adviser firm.
What exams has Jacob Monroe passed?
Jacob Monroe passed the Series 65 in November 2024.
Where is Jacob Monroe based?
Jacob Monroe’s registered office is in Boston, MA.
Is Jacob Monroe registered with FINRA?
No. Jacob Monroe has no current broker registration.
How can I verify Jacob Monroe’s record?
Search CRD 8011170 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Monroe’s full registration record.