JK
JK

Jameson Keevican

14 Years of Experience
Pittsburgh, PA
Broker

Jameson Keevican is a registered investment advisor at Raymond James & Associates, INC., based in Pittsburgh, PA, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

301 Grant St Ste 2700, Pittsburgh, PA, 15219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jameson works as a Banking VP Transitions at Tristate Capital Bank. This activity takes nearly full-time hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 10 mos
Raymond James & Associates, INC.Broker
November 2022 - Present · 3 yrs 10 mos
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 10 mos
Previous Registrations
Chartwell Investment Partners, LLC
August 2022 - November 2022 · 3 mos
Carillon Fund Distributors, INC.Broker
July 2022 - November 2022 · 4 mos
Chartwell Tsc Securities CORP.Broker
March 2017 - July 2022 · 5 yrs 4 mos
Mdt Advisers, a Division of Federated Mdta LLC
January 2011 - September 2013 · 2 yrs 8 mos
Federated Global Investment Management CORP.
January 2011 - September 2013 · 2 yrs 8 mos
Federated Securities CORP.
November 2009 - September 2013 · 3 yrs 10 mos
Federated Investment Counseling
February 2008 - September 2013 · 5 yrs 7 mos
Federated Securities CORP.Broker
November 2007 - September 2013 · 5 yrs 10 mos
State Registrations1 state
PA
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.