Jean Keener has been Member/Chief Compliance Officer of Keener Financial Planning since May 2008, is a control person of the firm and directly owns under 5% of it. Jean Keener studied at the University of North Texas.
Keener Financial Planning, LLC is a Keller, TX firm with $479M under management, 197 clients and 10 advisers across 2 offices, as of its July 2026 filing.
Jean Keener is Principal and Owner of Keener Financial Planning. She started the firm in 2008 after a 10+-year career in business management. In 2008 she joined the Garrett Planning Network and began serving financial planning clients full-time.
- Keener Financial PlanningCurrent– present · 18 yearsKeller, TX · Adviser representative · Firm CRD 147615
Professional designations
Listed by Keener Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor™ (CRPC™)
Investment adviser representative registrations
Jean Keener is registered as an investment adviser representative in Texas, since July 2008.
- TexasSince 21 July 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 May 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jean Elizabeth Keener
- CRD
- 5560479
- Firm
- Keener Financial Planning · CRD 147615
- Role
- Member/Chief Compliance Officer
- Office
- 1692 Keller Parkway, Keller, TX 76248
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keenerfinancial.com
Where does Jean Keener work?
Jean Keener has been Member/Chief Compliance Officer of Keener Financial Planning, LLC since May 2008, and is a control person of the firm.
Is Jean Keener a financial advisor?
Yes. Jean Keener has a current investment-adviser registration in Texas, through Keener Financial Planning since July 2008.
How many years of experience does Jean Keener have?
Jean Keener has 18 years in the financial industry, since July 2008, across 1 adviser firm.
What exams has Jean Keener passed?
Jean Keener passed the Series 65 in May 2008.
Where is Jean Keener based?
Jean Keener’s registered office is in Keller, TX.
Is Jean Keener registered with FINRA?
No. Jean Keener has no current broker registration.
Is Jean Keener a CFP?
Keener Financial Planning lists Jean Keener with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jean Keener’s record?
Search CRD 5560479 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jean Keener’s full registration record.
