TrueAdvisor
TrueAdvisor
JK
JK

Jack Brunson Keeter

Retirementadvice | Jka
26 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Retirementadvice | Jka
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
242 clients
Average Client Portfolio
$990K average
Assets Under Management
$239.5M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.99%
$100K - $250K1.75%
$250K - $500K1.50%
$500K - $1000K1.25%
$1M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

1251 North Manassero Street, Suite 405A, Anaheim, CA, 92807

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2011
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jack is involved in several outside business activities, primarily related to non-variable insurance sales through various entities including Jack Keeter & Associates LLC and Brokers International, taking up about 20% of his time overall. He also serves as a trustee for the Keeter Family Trust, is involved with a coaching website for other advisors, and owns real estate rental property.

Employment History
Current Registrations
Retirementadvice | Jka
May 2011 - Present · 14 yrs 9 mos
Previous Registrations
Keeter Payne Capital Management, LLC
March 2013 - August 2014 · 1 yr 5 mos
LPL Financial LLC
May 1999 - October 2011 · 12 yrs 5 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.