Judy Kehoe
Kehoe Investment Services · Deland, Florida
Judy Kehoe is a fee-only financial advisor at Kehoe Investment Services in Deland, Florida. Kehoe Investment Services reports charging a percentage of assets on its Form ADV.
Request an introduction to Judy →
Facts
| Firm | Kehoe Investment Services |
|---|---|
| Based in | Deland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $9.7M across 10 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2963040 |
| Exams passed | Series 63 (1997) · Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Judy's firm compares
- Kehoe Investment Services's average account is about $966,000, from its Form ADV (assets managed divided by 10 accounts).
Request an introduction to Judy
Tell Judy a little about what you're looking for. Judy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Judy
Is Judy Kehoe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Judy holds no broker registration, and Kehoe Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Judy charge for financial advice?
Judy's firm, Kehoe Investment Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Judy Kehoe based?
Judy Kehoe is based in Deland, Florida.
Is Judy Kehoe registered with the SEC?
Yes. Judy Kehoe is registered as an investment adviser representative in FL (CRD 2963040), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kehoe Investment Services manage?
Kehoe Investment Services reports $9.7M across 10 accounts in assets under management.
How do I contact Judy Kehoe?
Contact details aren't on file yet. Search for Kehoe Investment Services.
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
- 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.
See something wrong? Request a correction. Read our methodology.