Unclaimed Profile

Jack Brunson Keeter

JACK KEETER & ASSOCIATES, INC.·ANAHEIM, California

Series 7, Series 24, Series 63, Series 6527 years registeredJACK KEETER & ASSOCIATES, INC.

1251 N. MANASSERO ST., ANAHEIM, CA 92807CRD# 2564764Firm CRD# 153803

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jack Brunson Keeter · ANAHEIM, CA

Registration

CRD #2564764 · JACK KEETER & ASSOCIATES, INC. · 27 years registered

Brand Profile

Not yet started

Career History

RETIREMENTADVICE | JKA

May 2011 – present

KEETER PAYNE CAPITAL MANAGEMENT, LLC

Mar 2013 – Aug 2014

ANAHEIM, CA

LPL FINANCIAL LLC

May 1999 – Oct 2011

ANAHEIM, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 26, 1999

Years registered · 27

Disclosure History

2011Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RETIREMENTADVICE | JKA

CRD 153803 · SEC 801-80313

AUM

$201M

Regulatory assets under management

Employees

936 client accounts

Services offered by RETIREMENTADVICE | JKA

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RETIREMENTADVICE | JKA →

Introduction

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Frequently Asked Questions

What services does Jack Brunson Keeter offer?

Jack Brunson Keeter specializes in Financial Planning, Investment Management. Contact their office in ANAHEIM, California for a consultation.

What are Jack Brunson Keeter's credentials?

Jack Brunson Keeter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jack Brunson Keeter located?

Jack Brunson Keeter is based in ANAHEIM, California, working with JACK KEETER & ASSOCIATES, INC.. Their office serves clients in the ANAHEIM metropolitan area and surrounding communities.

How does Jack Brunson Keeter charge for services?

Jack Brunson Keeter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JACK KEETER & ASSOCIATES, INC.?

JACK KEETER & ASSOCIATES, INC. has approximately 5 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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