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JEFFREY WILLIAM KEEFE
CRD#: 2299883
IA
Investment Adviser
B
Broker
WHOLE WEALTH MANAGEMENTCRD#: 145072 200 MARCY STREET
PORTSMOUTH, NH 03801-2301
COMMONWEALTH FINANCIAL NETWORKCRD#: 8032 200 MARCY ST
PORTSMOUTH, NH 03801
Registration History
19952000200520102015202020252 FIRMS1992 - 2006 (13 years)2 FIRMS2006 - Present (19 years)IAWHOLE WEALTH MANAGEMENT (CRD# 145072)2007 - Present (17 years)IAAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)1997 - 2006 (8 years)
License(s)

State Registrations

B
Florida 1/4/2006

B
Massachusetts 1/4/2006

B
Maine 1/5/2006

B
New Hampshire 1/4/2006

B
Maryland 9/14/2023

IA
New Hampshire 1/4/2006

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WHOLE WEALTH MANAGEMENT (CRD#:145072)
200 MARCY STREET, PORTSMOUTH, NH 03801-2301
Registered with this firm since 11/20/2007

IA
COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)
200 MARCY ST, PORTSMOUTH, NH 03801
Registered with this firm since 1/4/2006

B
COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)
200 MARCY ST, PORTSMOUTH, NH 03801
Registered with this firm since 1/4/2006

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/08/1997 - 01/04/2006 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) PORTSMOUTH, NH
B
12/18/1992 - 01/04/2006 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) PORTSMOUTH, NH
B
12/18/1992 - 01/04/2006 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
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B
Broker
IA
Investment Adviser
Disclosures
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