Jack Keeter & Associates, Inc.

Jack Keeter & Associates, Inc. (CRD# 153803) is a financial advisory firm headquartered in Anaheim, CA. They manage $96,435,047 in 662 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    662
    ACCOUNTS
  • Average Account Value
    $145,672
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, IN, TN, TX

Financial Advisors at Jack Keeter & Associates, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Timothy T. Koch
CRD#: 4599376
1251 North Manassero Street, Anaheim, CA 92807
100
Wealthminder
score
Timothy Koch (CRD# 4599376) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Anaheim, CA and has over 6 years of experience in the finance industry.
2
Eric S. Domingues
CRD#: 5295319
1251 North Manassero Street, Anaheim, CA 92807
93
Wealthminder
score

Eric Domingues (CRD# 5295319) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Anaheim, CA and has over 7 years of experience in the finance industry.

3
Samuel B. Ledwitz
CRD#: 4598965
21515 Hawthorne Boulevard, #585, Torrance, CA 90503
90
Wealthminder
score

Samuel Ledwitz (CRD# 4598965) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Torrance, CA and has 1 year of experience in the finance industry.

4
Michael M. O'neill
CRD#: 6652538
Monument, CO
90
Wealthminder
score

Michael O'neill (CRD# 6652538) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Monument, CO and has 1 year of experience in the finance industry.

5
Steven M. Sexton
CRD#: 5714288
27247 Madison Avenue, Suite 500, Temecula, CA 92590
87
Wealthminder
score

Steven Sexton (CRD# 5714288) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Temecula, CA and has 1 year of experience in the finance industry.

6
Thomas E. Steele
CRD#: 1034322
1251 N. Manassero St., Suite #405a, Anaheim, CA 92807
87
Wealthminder
score

Thomas Steele (CRD# 1034322) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Anaheim, CA and has 1 year of experience in the finance industry.

7
Kevin D. Willingham
CRD#: 1835316
1251 N. Manassero St., Suite #405a, Anaheim, CA 92807
81
Wealthminder
score

Kevin Willingham (CRD# 1835316) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Anaheim, CA and has over 16 years of experience in the finance industry.

8
Jack B. Keeter
CRD#: 2564764
1251 North Manassero Street, Suite 405a, Anaheim, CA 92807
68
Wealthminder
score

Jack Keeter (CRD# 2564764) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Anaheim, CA and has over 22 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.