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Joseph Jackson Weeks

Advisor at Key Capital Management, Inc. — Hendersonville, TN

Updated today

Credentials

Series 66

Experience

6 years

Location

Hendersonville, TN 37075

Key Capital Management, Inc. logo

Key Capital Management, Inc.

Team

Total advisors

12

Clients per advisor

167 Very High

Avg AUM per client

$193,811 Very Low

HNW client ratio

3% Very Low

About

Joseph Weeks is a financial advisor at Key Capital Management, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Shoemaker Financial and Cetera. Key Capital Management, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses model portfolios and combines technical, fundamental, and modern portfolio theory approaches across various investment vehicles, serving approximately 1,730 client relationships with a team of seven advisors.

Client services

Based on Key Capital Management, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Key Capital Management, Inc.

Wealth management

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Fee options

Percentage

Up to 2% of the market value of assets annually, negotiated individually

Commissions

Insurance product sales commissions earned by licensed insurance agents affiliated with the firm

Other

Account minimum: $50,000

Location

Hendersonville, TN

181 East Main St. Suite #7

Hendersonville TN 37075

Advisors at this office

12

Most active in

Tennessee

Work history

6 years of industry experience

Key Capital Management, Inc.

2024 - Present • 2 years

Hendersonville, TN

Wood Financial Group, LLC

2024 - Present • 2 years

Hendersonville, TN

CETERA Advisor Networks LLC

2023 - 2024 • 1 year

Brentwood, TN

Cetera

2023 - 2024 • 1 year

Schaumburg, IL

Shoemaker Financial

2020 - 2024 • 4 years

Brentwood, TN

Securian Financial Services Inc

2020 - 2023 • 3 years

St Paul, MN

Minnesota Life Insurance Company

2020 - 2023 • 3 years

St Paul, MN

Unemployed

2020 - 2020 • 1 year

Nashville, TN

Simply Mac

2019 - 2020 • 1 year

Nashville, TN

Simply Mac

2019 - 2019 • 1 year

Nashville, TN

Abercrombie & Fitch

2011 - 2019 • 8 years

Washington, DC

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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Todd H

Series 65, Series 66

Gallatin, TN

Legacy Path Advisors LLC

Todd Hukill is the sole advisor at Legacy Path Advisors LLC in Gallatin, TN, holding Series 65 and Series 66 licenses with nine years of industry experience. He has served with the Tennessee District Council of the Assemblies of God, Inc. since 2008. Legacy Path Advisors LLC provides fee-only financial planning and consulting services primarily to pastors, ministry leaders, and churches. The firm offers a variety of planning engagements.

General retirement planning Social Security optimization Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Religious/faith focused Mid-Career Professionals
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Henry T

Series 63, Series 65, CFP®, Series 7

Nashville, TN

Raymond James & Associates

Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

Wealth management Roth conversion strategy Retirement income strategy Tax-loss harvesting Charitable giving tax strategies Founder/Business Owner Retired Executive Real Estate Professional Self-Employed
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William A

Series 66

Nashville, TN

Center Hill Wealth, LLC

William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as secretary for G&L Acquisition, LLC, a real estate company based in Tennessee. Center Hill Wealth provides investment advisory services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with sector research and both long- and short-term trading strategies, while also offering retirement plan consulting and oversight of third-party money managers.

Active portfolio management
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Angelo R

Series 63, Series 65

Mount Juliet, TN

Roman Wealth Management, LLC

Angelo Roman is the principal advisor at Roman Wealth Management, LLC, an independent firm based in Mount Juliet, TN. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including prior roles at Kestra Advisory Services and Ameriprise Financial Services. Roman serves as Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management manages approximately $35 million across around 60 client relationships, providing portfolio management and integrated financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, cyclical, fundamental, and technical analysis to guide investment decisions and emphasizes discretionary long-term trading strategies tailored to client goals.

Active portfolio management
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Rohit P

CFA®, Series 66

Nashville, TN

Lotus Asset Management Limited Liability Company

Rohit Padmanabhan is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has been with Lotus Asset Management Limited Liability Company in Nashville, TN since 2015. Lotus Asset Management provides comprehensive financial advisory services combining investment management, financial planning, held-away account management, and due diligence on alternative and private investments. The firm serves individuals, high-net-worth clients, and charitable organizations, managing portfolios using a diverse range of analysis methods and investment options including mutual funds, ETFs, private placements, and digital assets.

Options & derivatives strategies Real estate investing
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Christian H

Series 66

Nashville, TN

Christian A. Hermo LLC

Christian Hermo is the sole advisor at Christian A. Hermo LLC in Nashville, TN, holding a Series 66 credential with 17 years of industry experience. His work history includes roles at HCA, where he is also employed as a data analyst, and PRGX. Christian A. Hermo LLC provides portfolio management and financial planning services for individual and high-net-worth clients, employing a strategy that integrates fundamental, technical, and cyclical analysis with both long- and short-term trading and options-writing. The firm maintains a small client base, manages all assets internally, and requires clients to use its recommended custodian.

Income planning Cash flow / budgeting
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