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).
Total Assets Under Management17MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$311,064
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
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.