Jeremy Keating (CRD# 4591177) is an Investment Advisor Representative working at Arbor Point Advisors in San Diego, CA and has over 21 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Inc. | San Diego, CA | Jan 2015 - Current | 9 |
| Arbor Point Advisors | San Diego, CA | Jan 2015 - Current | 9 |
| Securities America Advisors | San Diego, CA | Jan 2015 - Dec 2015 | < 1 |
| Fsc Securities | San Diego, CA | Feb 2011 - Jan 2015 | 3 |
| The Retirement Group, LLC | San Diego, CA | Nov 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
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