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Keith Blades

Raymond James & Associates, INC.
22 Years of Experience
Ponte Vedra Beach, FL
1 DisclosureBroker
View SEC Summary
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Keith Blades is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 22 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

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

Location

814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082

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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.
Criminal
September 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2023 - Present · 3 yrs 8 mos
Raymond James & Associates, INC.
February 2023 - Present · 3 yrs 8 mos
Raymond James & Associates, INC.Broker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
October 2011 - February 2023 · 11 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2011 - February 2023 · 11 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2011 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - October 2011 · 2 yrs
Banc of America Investment Services, INC.
May 2006 - October 2009 · 3 yrs 5 mos
Banc of America Investment Services, INC.Broker
May 2006 - October 2009 · 3 yrs 5 mos
A. G. Edwards & Sons, INC.
May 2004 - March 2006 · 1 yr 10 mos
A. G. Edwards & Sons, INC.Broker
May 2004 - March 2006 · 1 yr 10 mos
State Registrations17 states
CACOCTFLMAMDMEMNNCNHNJNYRISCTXUTVA
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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