Brian KeenanBrian KeenanExecutive DirectorWealth Advisor
About Brian
Brian Keenan is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a student of value investing, Brian brings more than 17 years of experience advising families across multiple asset classes, including equity, options, municipal and corporate high-yield debt markets. He is continually focused on finding attractive investment opportunities in the U.S. equity and fixed income markets.
Brian began his career in 2004 as an investment associate at Bear Stearns, where he was on a team dedicated to equity research and trading for institutional investors and investment partnerships. Most recently, he was with RBC Wealth Management for almost a decade. Brian holds the FINRA Series 7 and 66 securities licenses. He is a graduate of Loyola University's Sellinger School of Business, where he earned a B.B.A. in Finance.
Born and raised in Port Washington, New York, Brian continues to live on Long Island with his wife, Jenna. In his free time, he enjoys cooking, golfing and sampling new restaurants.
Insights
Communicating wishes when preparing for a death
December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement planning: Contribution limits for 2025
December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Will a shutdown tarnish a banner year for U.S. markets?
December 20, 2024History suggests there will be little impact, but could this time be different?Read Now
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowCommunicating wishes when preparing for a death
December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read NowRetirement planning: Contribution limits for 2025
December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read NowWill a shutdown tarnish a banner year for U.S. markets?
December 20, 2024History suggests there will be little impact, but could this time be different?Read NowProviding for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowDecember 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now