PERSONALIZED FINANCIAL STRATEGIES + COMMUNITY INVOLVEMENT =
A RICHER LIFE
Jonna D. Keller is a Managing Partner, Accredited Investment Fiduciary® and owner of First Security Investments in Sarasota.
Jonna holds several licenses, which include: Series 7,
She is the Chair Elect of the Boys and Girls Clubs of Sarasota
63, 65 securities registrations as well as Life, Health
County, the Committee Chair for the Women’s Leadership
and Variable Insurance Licenses. She is also a member
Council, Vice President and Board Member of T.R.E.K. (Tech
of the Academy of Preferred Financial Advisors. Jonna
Readers Enrich Kids), Chair Member for Women in a Chang-
constantly places her client’s first while seeking and
ing World, and was a notable Panel Member and Speaker at
recommending quality financial strategies and invest-
the U.S. National Committee for U.N. Women in 2013.
ments. Beyond her level of Financial Planning with more than twenty-five years of experience in the industry, Jonna is admired in the community for both her philanthropic and community-based contributions.
Jonna actively supports several charities in Florida which include: Embracing Our Differences, Gamma Xi Boulé Foundation, Inc., Boys and Girls Clubs of Sarasota County, T.R.E.K, Howard University, Asolo Rep Theatre, Sarasota
In 2015, Jonna was honored by ABC 7 News for “person-
Pops, Gulf Coast Community Choir, local libraries, as well
ifying the spirit of volunteerism and making the Suncoast
as various other causes. Jonna bridges her client events
a better place” in their “Seven Who Care” broadcast.
within the community, which educates and encourages
She also received the 2015 Beverly Burton New Board
her clients’ involvement in the many local charities thus
Member of the Year for Boys and Girls Clubs, Florida.
enabling an assortment of potential opportunities.
In 2016, she was selected as a Finalist/Leadership Circle Ambassador for the Women in Business Initiative, and she received notable recognitions in 941 CEO Magazine’s Women of Influence & Greater Good Awards.
As a professional, Jonna commits to advanced financial services education while striving to provide superior client services.
To schedule your consultation with Jonna Keller, call 941.922.9100.
3340-A Bee Ridge Road ◊ Sarasota, FL 34239 ◊ (941) 922-9100 ◊ (866) 846-2663 ◊ (866) 8-INCOME ◊ Fax (941) 929-1400 Securities and advisory services offered through SagePoint Financial, Inc. ◊ Member FINRA/SIPC. Insurance offered through First Security Investments, LLC and is not affiliated with SagePoint Financial. Working with an advisor that is a member of the Academy of Preferred Financial Advisors cannot guarantee investment success or that financial goals will be achieved. Advisors that participate in this program pay a fee to belong and receive coaching and marketing collateral. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Listed entities and organizations are neither endorsed by or affiliated with SagePoint Financial, Inc.