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JK
ChFC

Jeffrey Keister

Jk Pwa LLC
21 Years of Experience
Fort Myers, FL
1 Disclosure
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Jeffrey Keister is a ChFC-designated registered investment advisor at Jk Pwa LLC, based in Fort Myers, FL, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 50 clients with $13M in assets under management.

Jk Pwa LLC
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

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $500K1.15%
$500K - $750K1.05%
$750K+0.95%

Fees are payable quarterly in advance and may be negotiated at the firm's sole discretion.

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

Location

2256 First Street, Suite 158, Fort Myers, FL, 33901

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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.
Employment Separation After Allegations
March 2019
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Jk Pwa LLC
May 2019 - Present · 7 yrs 5 mos
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.
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