RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
2yrs
Michaela Keefe
Financial advisor at J.P. Morgan Securities
Based in Milwaukee, Wisconsin, Michaela Keefe is a fiduciary financial advisor with 2 years of industry experience. Michaela has been with J.P. Morgan Securities since 2024. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1008 advisors with offices in Milwaukee, and one of 888 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office111 E Wisconsin Ave Floor 22, Milwaukee, WI 53202
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Michaela
Local office(414) 977-2029Ask for Michaela. (800) 999-2000Main office · New York, NY 111 E Wisconsin Ave Floor 22Milwaukee, WI 53202Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Michaela
Tailored to Michaela’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michaela
How do I contact Michaela?
Call Michaela’s local office at (414) 977-2029 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Michaela Keefe.
How long has Michaela been a financial advisor?
Michaela has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Michaela hold?
Series 66. Tap any license on this page to see what it allows.
Is Michaela a fiduciary?
Michaela is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michaela paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Michaela for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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