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Jonathan Keller

Arkadios Wealth Advisors
25 Years of Experience
Boca Raton, FL
2 DisclosuresBroker
View SEC Summary
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Jonathan Keller is a registered investment advisor at Arkadios Wealth Advisors, based in Boca Raton, FL, with 25 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B in assets under management.

Arkadios Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
225 advisors
Number of Clients
14,886 clients
Average Client Portfolio
$590K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.

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

Location

Boca Raton, FL

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History

Regulatory History (2)
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.
Customer Dispute
May 2026
Pending
Criminal
December 2004
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jonathan is a realtor at Hub Realty, spending minimal time on this activity. He also oversees finances and invested in Tropical Detail, a service provider to auto dealerships, dedicating minimal time to this. Finally, Jonathan works full-time at 1031 Solutions, providing wealth management services.

Employment History
Current Registrations
Arkadios Wealth Advisors
February 2021 - Present · 5 yrs 8 mos
Arkadios Capital
November 2020 - Present · 5 yrs 11 mos
Arkadios CapitalBroker
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Sagepoint Financial, INC.Broker
December 2015 - November 2020 · 4 yrs 11 mos
Sagepoint Financial, INC.
January 2015 - November 2020 · 5 yrs 10 mos
Spc
July 2003 - December 2015 · 12 yrs 5 mos
Sigma Financial CorporationBroker
June 2003 - December 2015 · 12 yrs 6 mos
First Security Investments, INC.Broker
February 2001 - June 2003 · 2 yrs 4 mos
State Registrations28 states
ALAZCACODCDEFLGAILINKYMAMDMIMNMOMTNCNJNYOHORSCTNTXVAWIWY
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.
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