JK
JK

John Keller

2 Years of Experience
Moreno Valley, CA
1 DisclosureBroker

John Keller is a registered investment advisor at Farmers Asset Management, LLC, based in Moreno Valley, CA, with 2 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Farmers Asset Management charges advisory fees ranging from 0.35% to 1.25% of assets under management. Fees are negotiable at the adviser's discretion, and household accounts at the same residential address are aggregated.

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

23962 Alessandro Blvd, Ste S, Moreno Valley, CA, 92553

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History

Regulatory History (1)
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Financial
May 2020
Final
Employment History
Current Registrations
Farmers Asset Management, LLC
May 2026 - Present · 5 mos
Farmers Financial Solutions, LLCBroker
February 2024 - Present · 2 yrs 8 mos
State Registrations1 state
CA
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.
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