KB
KB
Keith Bjerk
39 Years of Experience
Grand Forks, ND
5 DisclosuresBroker
Keith Bjerk is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Forks, ND, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
2812 17th Ave S, Suite D, Grand Forks, ND, 58201
Get directionsHistory
Regulatory History (5)
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Criminal
April 1970Final Disposition
Criminal
January 1970Final Disposition
Criminal
September 1969Final Disposition
Employment Separation After Allegations
April 1967Criminal
December 1965Final Disposition
Other Business Activities
Keith owns KBJS Global Wealth Management LLC, a support company/DBA, since 2007. He spends minimal time on this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2007 - Present · 19 yrs 3 mos
Previous Registrations
Raymond James Financial Services
March 2007 - January 2009 · 1 yr 10 mos
A. G. Edwards & Sons, INC.
October 1999 - January 2007 · 7 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
July 1997 - January 2007 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1995 - July 1997 · 2 yrs 1 mo
Piper Jaffray INC.Broker
September 1986 - June 1995 · 8 yrs 9 mos
State Registrations19 states
ALAZCACOFLHIIAILINMIMNNDNENYSCTXVAWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.