$13.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley
- Clients
- Retail
- Platforms
- Peak
- Established Date
- 05-15-2019
- Office Locations
- 1
Office Locations
2256 First Street, Suite 158 Fort Myers FL
About JK PWA LLC
JK Private Wealth is an independent, fiduciary RIA providing objective wealth management and financial planning for individuals and business owners. The firm builds portfolios using ETFs and public funds, with an emphasis on asset allocation and risk management. Client accounts can be accessed via Schwab, reflecting a Schwab custody relationship.
Team overview
50 AVG AGE
$13.2M AVG AUM / ADVISOR
$264.4K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Ridge Insight atlas Peak ember
Client Personas
Optima delta Optima
Custodian
Focus unison Value momentum
Investment Themes
Harbor Element Insight
Investment Vehicles
Meridian Pioneer element
Services
Focus Momentum atlas Alpha peak Legacy crest Zenith Legacy glacier Focus ridge
Technology
Wave
Owner & Executives
J
JEFFREY ALEXANDER KEISTER
PRINCIPAL, Private Wealth Advisor
- CRD
- #4904553
- Ownership
- 75% or more
(734) 692-4268
zenith.optima@glaciercapital.com
in linkedin.com/in/alpha-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,217,787 | -- |
| Total | $13,217,787 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,217,787
Equity - Exchange:
19.1% Public Funds:
31.1% Cash:
22.7% Equity - OTC:
27.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $607,929,054 | 19.1% |
| Public Funds | $989,874,010 | 31.1% |
| Cash | $722,512,541 | 22.7% |
| Equity - OTC | $862,559,024 | 27.1% |
| Total | $3,182,874,629 | 100.0% |