James Mckeever
James Mckeever is a ChFC-designated registered investment advisor at Jim Mckeever, based in Huntington Beach, CA, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 91 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jim McKeever offers investment advisory and portfolio management services under a wrap fee program. Clients pay a single fixed fee, not based on a percentage of assets, which covers the firm's services and outside charges from clearing/custodial firms. The fixed fee is negotiable and varies depending on factors such as portfolio value, number and types of accounts, and level of financial planning services utilized.
Location
Huntington Beach, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a financial planner since 2001, dedicating nearly full-time hours to this role. He is also a licensed life, health, and P&C insurance agent since 1985, spending about 10-20% of his time on insurance-related activities.
Employment History
Current Registrations
Jim Mckeever
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Uslife Equity Sales CORP.Broker
State Registrations1 state
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.