Jeffrey Keown
Jeffrey Keown is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
757 N Eldridge Pkwy Ste 675, Houston, TX, 77079
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2005Other Business ActivitiesSells Insurance
Jeffrey is a board member of Keown since May 2024, dedicating minimal time. He also gives an overview of employee benefits, including life, disability, and health insurance, to graduating engineers at Washington State University, but does not disclose his affiliation with Ameriprise or discuss specific products, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations9 states
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.