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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-13-2011
- Office Locations
- 1
Office Locations
About Retirementadvice | JKA
RETIREMENTADVICE | JKA (jackkeeter.com) provides personalized financial planning and investment guidance for individuals at different life stages, including retirement, college savings, and legacy goals. Services span data-driven investment strategies, retirement planning, estate strategy, and insurance planning. The team cites 100+ years of combined financial-services experience and custody relationships include Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JACK BRUNSON KEETER
Financial Advisor, President
- CRD
- #2564764
- Ownership
- 75% or more
ERIC S DOMINGUES
Chief Compliance Officer, President
- CRD
- #5295319
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Kyle Davis
--
- CRD
- #7345410
Joseph Daniel Ramirez
--
- CRD
- #8178163
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $267,334,728 | $270,856 |
| Non-Discretionary | $0 | -- |
| Total | $267,334,728 | $270,856 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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