Jack KellerCRD Number: 3012353
Current Firm: Raymond James Financial Services Advisors, Inc.
Jack Keller (CRD# 3012353) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sturgeon Bay, WI and has over 19 years of experience in the finance industry.
Associated Investment Services, Inc.
Voya Financial Advisors, Inc.
Lpl Financial LLC
|Raymond James Financial Services,inc||Sturgeon Bay, WI||Apr 2015 - Current||2|
|Raymond James Financial Services Advisors Inc.||Sturgeon Bay, WI||Apr 2015 - Current||2|
|Blahnik Investment Group||Sturgeon Bay, WI||Apr 2015 - Current||2|
|Ubs Financial Services||Chicago, IL||Nov 2005 - Apr 2015||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 1998|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops