Jim Mckeever, Cfp, Chfc

Jim Mckeever, Cfp, Chfc (CRD# 113127) is a financial advisory firm headquartered in Newport Beach, CA. They manage $30,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $500,000
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
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

Financial Advisors at Jim Mckeever, Cfp, Chfc
No Advisor Found.
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