Joshua A. Keyes, has been involved in the asset management and general finance business since 2014. He began his journey as a financial professional at Fidelity Investments where he held many roles as a trader. Additionally, Mr. Keyes worked as a Vice President of Wealth Management in the Jacksonville area for a Fee-only Fiduciary asset management institution and had also been employed as an Investment Consultant with, Bank of America Merrill Lynch. Josh is a Registered Representative and Investment Advisory Representative through Securian Financial Services, Inc. His securities registrations include series 7, 66, 63 and as well as the FL 215 Health & Life (Including Annuities & Variable Contracts) Insurance licenses.
Mr. Keyes received his undergraduate degree in Sociology, graduating from Jacksonville University. He is also currently an active member of the United States Army Reserves.
Other organizations Mr. Keyes has been affiliated with include: Wounded Warriors Project - Supporter; US Veterans Foundation - Supporter; Gratitude America - Supporter; National Association of Personal Financial Advisors – Member; Financial Planning Association - Member; Jacksonville University GOLD Phin Society - Member
Josh's additional hobbies include golf and recreational target shooting. He is an advocate of charity golf events and most recently he attended the Nolan Carroll Foundation's 2018 Kids Classic event at Eagle Landing Golf Club in Orange Park, FL. This fundraiser was created to continue to help guide youth and bring more awareness to the foundation's overall mission.
Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Capital Financial Strategies is an independently operated affiliate of Securian Financial Strategies, Inc.