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John Franklin Keene Jr.

Advisor at Merit Financial Advisors — Williamsport, PA

Updated today

Credentials

Series 63, Series 66

Experience

38 years

Location

Williamsport, PA 17701

Merit Financial Advisors logo

Merit Financial Advisors

Multi-team

Total advisors

284

Across 91 offices

Clients per advisor

71 High

Avg AUM per client

$897,421 High

HNW client ratio

22% Typical

About

John Keene Jr. is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and VOYA Financial Advisors. Outside of his advisory work, he serves as a board member of Disciple of Makers for Nations, a civic organization that supports missionary funding decisions. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Client services

Based on Merit Financial Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Merit Financial Advisors

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations

Occupation focus

Based on Merit Financial Advisors

Founder/Business Owner Retired Executive

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Fee options

Fixed

Financial planning fees can be flat fees, typically not exceeding $100,000, often prorated and payable monthly or quarterly

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Project-based

Up to $100,000 total for financial planning services; specific hourly rate not stated

Subscriptions

Ongoing financial planning fees payable annually, quarterly, or monthly; specific amounts not stated

Location

See office

Williamsport, PA

Oaks Plaza 2350 E. Third Street, Suite 6

Williamsport PA 17701

Advisors at this office

5

Most active in

Pennsylvania · Texas

Work history

38 years of industry experience

Purshe kaplan Sterling Investments

2024 - Present • 2 years

Albany, NY

Merit Financial Advisors

2023 - Present • 3 years

Alpharetta, GA

LPL Financial

2023 - 2024 • 1 year

Williamsport, PA

Cambridge Investment Research Advisors

2020 - 2023 • 3 years

Fairfield, IA

Cambridge Investment Research, Inc.

2020 - 2023 • 3 years

Fairfield, IA

VOYA Financial Advisors

2014 - 2020 • 6 years

Williamsport, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joshua H

ChFC®, Series 63, Series 65

Williamsport, PA

True Vine Investments

Joshua Hall is the sole advisor at True Vine Investments in Williamsport, PA. He holds the ChFC® designation and has four years of industry experience. In addition to his advisory role, he owns and operates True Vine Publishing, a book publishing business. True Vine Investments manages accounts for a small group of clients, including individuals, trusts, estates, charitable organizations, and some institutional investors. The firm employs a global, trend-oriented investment approach that combines macro trend identification, market analysis, and company-level fundamental research to build longer-term portfolios with occasional shorter-term adjustments.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael H

Series 63, Series 65

Williamsport, PA

Hudock Capital Group

Michael Hudock is a financial advisor at Hudock Capital Group with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at APW Capital, Inc. and Comprehensive Asset Management & Servicing. Outside of his advisory work, he serves as a trustee on the finance committee of the Woodcock Foundation for the Appreciation of the Arts. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory and diversification strategies, including dividend-yield selections and options strategies, and manages portfolios primarily through a firm-sponsored wrap fee program.

Options & derivatives strategies Passive / index investing
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John K

CFP®, Series 66

Williamsport, PA

Hudock Capital Group

John Kolb is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Hudock Capital Group, where he has worked since 2015, and also has experience at APW Capital, Inc. Outside of his advisory role, Kolb creates outdoor-related video content on social media and serves as a director for the local chapter of Trout Unlimited, a nonprofit conservation organization. Hudock Capital Group provides asset management and financial planning services to individuals, trusts, estates, nonprofits, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory, with options for third-party managers and strategies including dividend selection and covered call writing.

Options & derivatives strategies Passive / index investing
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Shelley W

CFP®, Series 63, Series 65

Williamsport, PA

Hudock Capital Group

Shelley Whitnack is a financial advisor with Hudock Capital Group in Williamsport, PA, holding the CFP® designation and Series 63 and 65 licenses. She has 24 years of industry experience and has worked at Hudock Capital Group since 2012 and APW Capital, Inc. since 2018. Outside of her advisory role, she is an active musician, performing as a violist with the Williamsport Symphony Orchestra and engaging in other musical projects including Celtic Wood and Wires and Williamsport Wedding Music. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory and diversification in its investment approach and offers portfolio management through a wrap fee program, with additional services including third-party reporting and account aggregation.

Options & derivatives strategies Passive / index investing
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Wayne D

Series 63, Series 65

Williamsport, PA

Hudock Capital Group

Wayne Dieffenderfer is a financial advisor at Hudock Capital Group with 27 years of industry experience. He has worked at Hudock Capital Group since 2012 and also has experience with APW Capital, Inc. and Comprehensive Asset Management & Servicing, Inc. He serves as a member of the board for the Red Raider Foundation. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory with diversified strategies and offers a firm-sponsored wrap fee program alongside third-party reporting and account aggregation services.

Options & derivatives strategies Passive / index investing
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Amanda P

Series 65

Williamsport, PA

Hudock Capital Group

Amanda Phillips is a financial advisor at Hudock Capital Group with 12 years of industry experience. She holds a Series 65 designation and has been with Hudock Capital Group since 2014. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory and diversification in its investment approach and offers strategies including dividend-yield selection and options, along with employee ownership and comprehensive third-party reporting services.

Options & derivatives strategies Passive / index investing
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