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Jo Ellen K
PFS™, Series 66
Baton Rouge, LA
Apex Capital Management, L.L.C.
Jo Ellen Kearny is a financial advisor at Apex Capital Management, L.L.C. in Baton Rouge, LA, with 26 years of industry experience. She holds the PFS™ and Series 66 credentials and has worked with firms including Cetera Advisors LLC and Daigrepont & Brian, APAC. Kearny also serves as a board member of the Anton Wilbert Foundation, a nonprofit organization. Apex Capital Management serves individuals, retirement plan sponsors, trusts, and business entities, providing comprehensive financial planning, asset management, and retirement plan consulting. The firm’s investment approach incorporates fundamental analysis and often utilizes third-party platforms for managed accounts, while also offering fiduciary services under ERISA/IRC.
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