Keith Rennay Delacour

Advisor at Edward Jones — Smethport, PA

Updated today

Credentials

Series 63, Series 66

Experience

19 years

Location

Smethport, PA 16749

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Keith Delacour is a financial advisor with Edward Jones in Smethport, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Edward Jones since 2007. Outside of his advisory role, he serves on the Perkins Advisory Board for Intermediate Unit 9 and is a member of the Memorial Hospital Coudersport advisory committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business ownership considerations Charitable giving & philanthropy Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Smethport, PA

209 West Main St

Smethport PA 16749

Advisors at this office

2

Most active in

Pennsylvania · Texas

Work history

19 years of industry experience

Edward Jones

2007 - Present • 19 years

St. Louis, MO

Disclosures

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

Business activities & affiliations

Joseph N

CFP®, Series 66

Bradford, PA

Edward Jones

Joseph Neff is a financial advisor at Edward Jones in Bradford, PA, holding CFP® and Series 66 designations with eight years of industry experience. His prior work includes roles at Mindshare and Hearst, as well as a four-year period at Penn State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Zachary W

Series 66

Bradford, PA

Ameriprise

Zachary Woodel is an Associate Financial Advisor at Ameriprise with two years of industry experience. He has been with Ameriprise since 2022 and previously spent ten years working at Tasta Pizza and Taproom. Outside of his advisory role, he serves on the boards of the Italian Club and the Bradford Chamber Foundation. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Sarah B

Series 66

Bradford, PA

Cetera

Sarah Boser is a financial advisor at Cetera with four years of industry experience. She holds the Series 66 designation and has worked at various Cetera entities since 2022. Outside of her advisory role, she serves on the school development committee for Bradford Area Christian Academy and is an auxiliary member of the Frances Sherman Auxiliary to VFW Post 212. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Linda M

CFP®, ChFC®, Series 63

Bradford, PA

Cetera

Linda Maley is a CFP® and ChFC® with 32 years of experience in the financial services industry. She is currently with Cetera and has worked with Fox Financial since 1994. In addition to her advisory role, she is an enrolled agent providing tax preparation, bookkeeping, and payroll services through Fox Holdings Inc, which operates under H&R Block. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Clay B

Series 66

Smethport, PA

Edward Jones

Clay Byerly is a financial advisor with Edward Jones in Smethport, PA, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at FedEx, Breez Lending, PNC Bank, and Clarion University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner

Donna H

CFP®, ChFC®, Series 63

Bradford, PA

Edward Jones

Donna Hollenbeck is a financial advisor at Edward Jones in Bradford, PA, holding the CFP®, ChFC®, and Series 63 designations with 39 years of industry experience. She has been with Edward Jones for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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