Jessica Keith has been Vice President/Chief Compliance Officer of The Cavanaugh Group since October 1995, is not listed as a control person, but directly owns under 5% of the firm.
The Cavanaugh Group Inc is a Kiawah Island, SC firm with $486M under management, 44 clients and 2 advisers in one office, as of its June 2026 filing.
- The Cavanaugh Group IncCurrent– present · 30 yearsHilton Head, SC · Adviser representative · Firm CRD 105931
Investment adviser representative registrations
Jessica Keith is registered as an investment adviser representative in Maryland, since January 1996.
- MarylandSince 1 January 1996
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 16 September 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 November 1995 |
- Name
- Non-Member General Securities Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jessica Phelps Keith
- CRD
- 2420995
- Firm
- The Cavanaugh Group · CRD 105931
- Role
- Vice President/Chief Compliance Officer
- Office
- Hilton Head, SC
- Registration
- Investment adviser registration
- In the industry since
- December 1995
- Disciplinary history
- Not yet shown here · SEC record
Where does Jessica Keith work?
Jessica Keith has been Vice President/Chief Compliance Officer of The Cavanaugh Group Inc since October 1995.
Is Jessica Keith a financial advisor?
Yes. Jessica Keith has a current investment-adviser registration in Maryland, through The Cavanaugh Group since January 1996.
How many years of experience does Jessica Keith have?
Jessica Keith has 30 years in the financial industry, since December 1995, across 1 adviser firm.
What exams has Jessica Keith passed?
Jessica Keith has passed 2 licensing exams: the Series 65 and Series 2. The earliest, the Series 65, was passed in November 1995.
Where is Jessica Keith based?
Jessica Keith’s registered office is in Hilton Head, SC.
Is Jessica Keith registered with FINRA?
No. Jessica Keith has no current broker registration.
How can I verify Jessica Keith’s record?
Search CRD 2420995 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessica Keith’s full registration record.