TrueAdvisor
TrueAdvisor
KB
KB

Keith Beasinger

Edward Jones
22 Years of Experience
Lakewood, WA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Keith Beasinger is a registered investment advisor at Edward Jones, based in Lakewood, WA, 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

Location

5501 75th St W Suite 100, Lakewood, WA, 98499

Get directions

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
August 2015
Denied
Customer Dispute
October 2010
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward JonesBroker
June 2019 - Present · 7 yrs 4 mos
Edward Jones
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
May 2012 - July 2019 · 7 yrs 2 mos
LPL Financial LLC
May 2012 - July 2019 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - June 2012 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - June 2012 · 3 yrs 8 mos
Morgan Stanley & CO. Incorporated
April 2007 - October 2008 · 1 yr 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - October 2008 · 1 yr 6 mos
Morgan Stanley
July 2004 - April 2007 · 2 yrs 9 mos
Morgan Stanley Dw INC.Broker
April 2004 - April 2007 · 3 yrs
State Registrations25 states
ALAZCACOFLGAHIIDLAMIMTNCNJNMNVOHOKORPASCSDTNTXVAWA
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.
More Advisors
More financial advisors in Lakewood, WA →All financial advisors in Washington →