Jerry McDonnell
Keen Capital · Westminster, Colorado
Jerry McDonnell is a fee-only financial advisor at Keen Capital in Westminster, Colorado. Jerry focuses on retirement planning, equity compensation and estate & legacy planning. Keen Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Keen Capital |
|---|---|
| Based in | Westminster, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $149.7M across 295 accounts |
| SEC registration | Investment adviser representative in CO · CRD 2326191 |
| Exams passed | Series 63 (1994) · Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.keencapital.net |
| Profile |
How Jerry's firm compares
- Keen Capital's average account is about $508,000, from its Form ADV (assets managed divided by 295 accounts).
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Questions about Jerry
Is Jerry McDonnell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and Keen Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerry charge for financial advice?
Jerry's firm, Keen Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jerry McDonnell based?
Jerry McDonnell is based in Westminster, Colorado.
What does Jerry specialize in?
Jerry's specialties include retirement planning, equity compensation, estate & legacy planning and tax planning.
Is Jerry McDonnell registered with the SEC?
Yes. Jerry McDonnell is registered as an investment adviser representative in CO (CRD 2326191), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keen Capital manage?
Keen Capital reports $149.7M across 295 accounts in assets under management.
How do I contact Jerry McDonnell?
Through Jerry's website, www.keencapital.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Keen Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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