CK
CK

Christian Keller

6 Years of Experience
Tempe, AZ
Broker

Christian Keller is a registered investment advisor at J.P. Morgan Securities LLC, based in Tempe, AZ, with 6 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

150 W University Dr, Floor 02, Tempe, AZ, 85281

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
J.P. Morgan Securities LLC
February 2022 - Present · 4 yrs 3 mos
J.P. Morgan Securities LLC
October 2021 - Present · 4 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
January 2020 - July 2021 · 1 yr 6 mos
Ameriprise Financial Services, LLC
January 2020 - July 2021 · 1 yr 6 mos
Edward Jones
September 2019 - October 2019 · 1 mo
Edward JonesBroker
August 2019 - October 2019 · 2 mos
Ameriprise Financial Services, INC.Broker
August 2018 - June 2019 · 10 mos
State Registrations2 states
AZNY
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.
Christian Keller - Financial Advisor | TrueAdvisor