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Jack Keeter

Retirementadvice | Jka
27 Years of Experience
Anaheim, CA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Jack Keeter is a registered investment advisor at Retirementadvice | Jka, based in Anaheim, CA, with 27 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 256 clients with $270M in assets under management.

Retirementadvice | Jka
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
256 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$267.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.99%
$100K - $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are negotiable. Clients utilizing third-party management through Zacks Investment Management pay an additional fee of 0.18% to 0.28% annually.

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

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 · 15 yrs 5 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

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.
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