Jim Mckeever, Cfp, Chfc

Jim Mckeever, Cfp, Chfc (CRD# 113127) is a financial advisory firm headquartered in , . They manage $66,300,000 in 204 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $325,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Jim Mckeever, Cfp, Chfc
Showing 1 - 1 of 1 top financial advisors.
1
James McKeever, financial advisor Santa Ana CA
James L. McKeever
CRD#: 2793792
Santa Ana, CA

James McKeever (CRD# 2793792) is an Investment Advisor Representative working at Jim Mckeever, Cfp, Chfc in Santa Ana, CA and has over 27 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.

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.

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