Timothy KochCRD Number: 4599376
Current Firm: Jack Keeter & Associates, Inc.
Compensation Model: Fee Only
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Penniall & Associates
|Jack Keeter & Associates, Inc.||Anaheim, CA||Apr 2007 - Current||9|
|Ups||Aliso Viejo, CA||Apr 2004 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
Total Assets Under Management96MILLIONS
Total Number of Accounts662ACCOUNTS
Average Account Value$145,672
- 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
CA, CO, IN, TN, TX
Jack Keeter & Associates, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Jack Keeter & Associates, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Jack Keeter & Associates, Inc. unless a client service agreement is in place.
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