Jerry McDonnell has been Managing Partner and Chief Compliance Officer of Keen Capital since April 2016, is a control person of the firm and directly owns between 25% and 50% of it. Jerry McDonnell holds a Bachelor of Arts in Political Science from Villanova University and a Bachelor of Science in Education from Villanova University.
Keen Capital, LLC is a firm with $150M under management, 62 clients and 2 advisers in one office, as of its March 2026 filing.
Jerry McDonnell is Managing Partner & Co-Founder of Keen Capital, LLC. He has over 25 years of industry experience working with TIAA, UBS and VANGUARD. Before launching Keen Capital in 2017, he was Senior Manager with TIAA's Individual Advisory Services, leading a team of Wealth Management Advisors and Relationship Consultants in the Mid-Atlantic Region. Earlier he was a Wealth Management Advisor in TIAA's Princeton, New Jersey office.
Jerry McDonnell’s longest registration is the current one, 10 years at Keen Capital since 2016. Before joining Keen Capital in 2016, Jerry McDonnell was registered through Tiaa-Cref Advice and Planning Services and UBS Financial Services Inc.
- Keen Capital, LLCCurrent– present · 10 yearsWestminster, CO · Adviser representative · Firm CRD 283597
- Tiaa-Cref Advice and Planning Services– · 7 yearsPrinceton, NJ · Adviser representative · Firm CRD 20472
- UBS Financial Services Inc.– · under a yearNewport Beach, CA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Jerry McDonnell is registered as an investment adviser representative in Colorado, since May 2017.
- ColoradoSince 10 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 9 September 2011 |
| Series 66 | Uniform Combined State Law Examination | 16 July 2004 |
| Series 7 | General Securities Representative Examination | 1 July 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 May 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 September 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jerry John McDonnell
- CRD
- 2326191
- Firm
- Keen Capital · CRD 283597
- Role
- Managing Partner; Chief Compliance Officer
- Office
- Westminster, CO
- Registration
- Investment adviser registration
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keencapital.net
Where does Jerry McDonnell work?
Jerry McDonnell has been Managing Partner; Chief Compliance Officer of Keen Capital, LLC since April 2016, and is a control person of the firm.
Is Jerry McDonnell a financial advisor?
Yes. Jerry McDonnell has a current investment-adviser registration in Colorado, through Keen Capital since June 2016.
How many years of experience does Jerry McDonnell have?
Jerry McDonnell has 18 years in the financial industry, since November 2007, across 3 adviser firms.
What exams has Jerry McDonnell passed?
Jerry McDonnell has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and Series 24. The earliest, the Series 6, was passed in September 1993. FINRA credited Jerry McDonnell with the SIE, which began in October 2018.
Where did Jerry McDonnell work before Keen Capital?
Before Keen Capital, Jerry McDonnell was registered through Tiaa-Cref Advice and Planning Services, March 2008 to October 2015; UBS Financial Services Inc., July 2004 to July 2005.
Where is Jerry McDonnell based?
Jerry McDonnell’s registered office is in Westminster, CO.
Is Jerry McDonnell registered with FINRA?
No. Jerry McDonnell has no current broker registration.
How can I verify Jerry McDonnell’s record?
Search CRD 2326191 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerry McDonnell’s full registration record.