Unclaimed Profile

Timothy Thomas Koch

JACK KEETER & ASSOCIATES, INC.·ANAHEIM, California

Series 65Clean record14 years registeredJACK KEETER & ASSOCIATES, INC.

1251 N. MANASSERO ST., ANAHEIM, CA 92807CRD# 4599376Firm CRD# 153803

Profile Verification

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

Identity

Timothy Thomas Koch · ANAHEIM, CA

Registration

CRD #4599376 · JACK KEETER & ASSOCIATES, INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JACK KEETER & ASSOCIATES, INC.

JACK KEETER & ASSOCIATES, INC.

Sep 2011 – Nov 2020

ANAHEIM, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 21, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ANAHEIM?

Browse all registered financial advisors in ANAHEIM, California or claim this profile if it's yours.

Browse ANAHEIM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Timothy Thomas Koch offer?

Timothy Thomas Koch specializes in Financial Planning, Investment Management.

What are Timothy Thomas Koch's credentials?

Timothy Thomas Koch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Thomas Koch located?

Timothy Thomas Koch is based in ANAHEIM, California, last registered with JACK KEETER & ASSOCIATES, INC..

How does Timothy Thomas Koch charge for services?

Timothy Thomas Koch'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →