Jonathan Larsen is a CFP-designated registered investment advisor at Keating Financial Advisory Services, based in St. Petersburg, FL, with 20 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 250 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keating Financial Advisory Services offers investment management through a wrap fee program. You'll pay a single annual fee that covers investment advice, trading costs, and account administration. This fee is negotiable and can be up to 2.50% of your portfolio, depending on the complexity of your account and the investments used.
Location
St. Petersburg, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is a branch manager for Keating, dedicating about a quarter to about half of his time to this role. He is also a partner in Team Dinks, LLC, a T-shirt company, spending minimal time on bookkeeping, and an officer of Keating Financial Advisory Services, LLC, dedicating about a quarter to nearly full-time hours.
Employment History
Current Registrations
Keating Financial Advisory Services
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations2 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.