Jack Keeter & Associates, Inc.

Jack Keeter & Associates, Inc. (CRD# 153803) is a financial advisory firm headquartered in Anaheim, CA. They manage $122,331,396 in 865 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
https://www.facebook.com/retirementadvicejka/
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    865
    ACCOUNTS
  • Average Account Value
    $141,424
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
  • Pension consulting services
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 - 10 of 11 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 7 years of experience in the finance industry.

3
Jeffrey Koch, financial advisor Anaheim CA
Jeffrey P. Koch
CRD#: 1316263
1251 N. Manassero St., Suite #405a, Anaheim, CA 92807
90
Wealthminder
score

Jeffrey Koch (CRD# 1316263) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Anaheim, CA and has 1 year of experience in the finance industry. Jeffrey Koch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kellen Beard, financial advisor Anaheim CA
Kellen B. Beard
CRD#: 6723771
1251 N. Manassero St., Suite #405a, Anaheim, CA 92807
88
Wealthminder
score

Kellen Beard (CRD# 6723771) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Anaheim, CA and has 1 year of experience in the finance industry.

5
Michael O'neill, financial advisor Monument CO
Michael M. O'neill
CRD#: 6652538
Monument, CO
88
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.

6
Reid Williams, financial advisor Anaheim CA
Reid A. Williams
CRD#: 6730828
1251 N. Manassero St., Suite #405a, Anaheim, CA 92807
88
Wealthminder
score

Reid Williams (CRD# 6730828) 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
Michael Kriechbaum, financial advisor Anaheim CA
Michael P. Kriechbaum
CRD#: 6804616
1251 N. Manassero St, #405a, Anaheim, CA 92807
87
Wealthminder
score

Michael Kriechbaum (CRD# 6804616) is an Investment Advisor Representative working at Jack Keeter & Associates, Inc. in Anaheim, CA and has 1 year of experience in the finance industry.

8
Samuel Ledwitz, financial advisor Torrance CA
Samuel B. Ledwitz
CRD#: 4598965
21515 Hawthorne Boulevard, #585, Torrance, CA 90503
87
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.

9
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.

10
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.

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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.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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