Jo Kearny is a PFS-designated registered investment advisor at Apex Capital Management, L.L.C., based in Baton Rouge, LA, with 26 years of industry experience. Jo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 317 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees may be discounted or negotiated based on various factors.
Fee Estimator
Location
910 S. Acadian Thruway, Baton Rouge, LA, 70806
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jo works as a financial advisor for Apex Capital Management under the DBA Kearny Financial, dedicating full-time hours. Jo is also a Certified Public Accountant at Daigrepont & Brian, APAC, a full-service public accounting firm, spending about 10-20% of their time there, and is a board member for the Anton Wilbert Foundation, a non-profit, spending minimal time.
Employment History
Current Registrations
Apex Capital Management, L.L.C.
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Investment Advisors
Proequities, INC.Broker
Vsr Financial Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.