Jack KeeterCRD Number: 2564764
Current Firm: Jack Keeter & Associates, Inc.
Jack Keeter (CRD# 2564764) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Anaheim, CA and has over 27 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Keeter Payne Capital Management, LLC||Blue Bell, PA||Feb 2013 - Current||9|
|Jack Keeter & Associates, Inc.||Anaheim, CA||May 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1995|
|S65||NASAA Investment Advisors Law Examination||Feb 1995|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management195MILLIONS
Total Number of Accounts942ACCOUNTS
Average Account Value$207,188
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, LA, OK, OR, TX
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