J.d. Keith & Associates, LLC

J.d. Keith & Associates, LLC (CRD# 146490) is a financial advisory firm headquartered in , . They manage $17,108,505 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $311,064
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

NJ, PA

Financial Advisors at J.d. Keith & Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John T. Whalen
CRD#: 4059208
Springtown, PA
96
Wealthminder
score

John Whalen (CRD# 4059208) is an Investment Advisor Representative working at J.d. Keith & Associates, LLC in Springtown, PA and has over 14 years of experience in the finance industry. John Whalen 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.

2
John D. Keith
CRD#: 5492198
Basking Ridge, NJ
93
Wealthminder
score

John Keith (CRD# 5492198) is an Investment Advisor Representative working at J.d. Keith & Associates, LLC in Basking Ridge, NJ and has over 8 years of experience in the finance industry.

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