JK
ChFC
JK
ChFC
Jeffrey Keister is a ChFC-designated registered investment advisor at Jk Pwa LLC, based in Ft. Myers, FL, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $13M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
50 clients
Average Client Portfolio
$264K average
Assets Under Management
$13.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.05% |
| $750K+ | 0.95% |
Fees may be negotiable at JK PWA's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2256 First Street, Suite 158, Ft. Myers, FL, 33901
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2019Employment History
Current Registrations
Jk Pwa LLC
May 2019 - Present · 7 yrs
Previous Registrations
LPL Financial LLCBroker
June 2010 - April 2019 · 8 yrs 10 mos
LPL Financial LLC
June 2010 - April 2019 · 8 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - July 2010 · 1 yr 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - July 2010 · 1 yr 1 mo
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
April 2005 - February 2006 · 10 mos
Legg Mason Wood Walker, IncorporatedBroker
March 2005 - February 2006 · 11 mos
State Registrations3 states
FLMDTX
Advisor
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.