James Keithahn, financial advisor St. Petersburg FL

James Keithahn

CRD Number: 6670614
Current Firm: Carillon Tower Advisers, Inc.

James Keithahn (CRD# 6670614) is an Investment Advisor Representative working at Carillon Tower Advisers, Inc. in St. Petersburg, FL and has over 3 years of experience in the finance industry.

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Econologics Financial Advisors
Company Name Location Dates Years
Crosstree Capital Tampa, FL Nov 2019 - Current 1
Carillon Fund Distributors, Inc. St. Petersburg, FL May 2017 - Nov 2019 2
Carillon Tower Advisers St. Petersburg, FL May 2017 - Nov 2019 2
University Of Florida Gainesville, FL Aug 2013 - Apr 2017 3
Raymond James Financial St. Petersburg, FL Jun 2016 - Aug 2016 < 1
Netboss Technologies Inc. Sebastian, FL Jun 2014 - Aug 2014 < 1
Amc Theaters Vero Beach, FL Mar 2012 - Aug 2014 2
Sebastian River High School Sebastian, FL Sep 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for James B. Keithahn
Phone Number: 800-521-1195
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,299
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $4,324,785,841
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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