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).

Current Firm Details
1251 N. Manassero St., Suite #405a, Anaheim, CA 92807
http://www.jackkeeter.com
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 Koch, financial advisor Anaheim CA
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 Domingues, financial advisor Anaheim CA
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 6 years of experience in the finance industry.

3
Samuel Ledwitz, financial advisor Torrance CA
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 O'neill, financial advisor Monument CO
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 Sexton, financial advisor Temecula CA
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 Steele, financial advisor Anaheim CA
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 Willingham, financial advisor Anaheim CA
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 15 years of experience in the finance industry.

8
Jack Keeter, financial advisor Anaheim CA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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