Keaton Secretan has been an investment adviser representative at JRS Wealth Management since August 2022, and is not listed among the firm’s executive officers or direct owners.
JRS Wealth Management LLC is a South Jordan, UT firm with $135M under management, 348 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Keaton Secretan’s longest registration is the current one, 4 years at JRS Wealth Management since 2022. Before joining JRS Wealth Management in 2022, Keaton Secretan was registered through Pensionmark Financial Group, LLC.
- JRS Wealth Management LLCCurrent– present · 4 yearsSouth Jordan, UT · Adviser representative · Firm CRD 306294
- Pensionmark Financial Group, LLC– · 1 yearLehi, UT · Adviser representative · Firm CRD 208512
Investment adviser representative registrations
Keaton Secretan is registered as an investment adviser representative in Utah, since August 2022.
- UtahSince 2 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 January 2021 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7235257
- Firm
- JRS Wealth Management · CRD 306294
- Office
- 10808 SOUTH RIVERFRONT PARKWAY, SUITE 351, South Jordan, UT 84095
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Keaton Secretan work?
Keaton Secretan is an investment adviser representative registered through JRS Wealth Management LLC since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Keaton Secretan a financial advisor?
Yes. Keaton Secretan has a current investment-adviser registration in Utah, through JRS Wealth Management since August 2022.
How many years of experience does Keaton Secretan have?
Keaton Secretan has 5 years in the financial industry, since April 2021, across 2 adviser firms.
What exams has Keaton Secretan passed?
Keaton Secretan passed the Series 65 in January 2021.
Where did Keaton Secretan work before JRS Wealth Management?
Before JRS Wealth Management, Keaton Secretan was registered through Pensionmark Financial Group, LLC, January 2021 to May 2022.
Where is Keaton Secretan based?
Keaton Secretan’s registered office is in South Jordan, UT.
Is Keaton Secretan registered with FINRA?
No. Keaton Secretan has no current broker registration.
How can I verify Keaton Secretan’s record?
Search CRD 7235257 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keaton Secretan’s full registration record.