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 6 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 15 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 21 years of experience in the finance industry.

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