Jason Landers is a CFP-designated registered investment advisor at Keel Point, LLC, based in Huntsville, AL, with 23 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 1,613 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
Firm reserves the right to discount or waive fees in its sole discretion. Alternative wrap fee schedule applies for accounts in the wrap fee program: first $5M at 1.00%, $5M-$15M at 0.70%, $15M-$25M at 0.40%, and above $25M at 0.25%.
Fee Estimator
Location
100 Church Street, Suite 500, Huntsville, AL, 35801
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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 Activities
Jason is the owner of Parkway Partners, LLC, an investment-related LLC formed in 2019 to invest in private bank stock and potentially other real estate. He is also a board member of The Bullpen Foundation, a non-profit organization supporting youth athletic programs, since 2022.
Employment History
Current Registrations
Keel Point, LLC
Keel Point Capital, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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.
Exams
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