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Jason Bruce Keller

GENESIS CAPITAL, LLC·WOODLAND HILLS, California
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21650 OXNARD STREET, WOODLAND HILLS, CA 91367CRD# 3003201Firm CRD# 170568
01

About

Jason Bruce Keller is a registered financial advisor based in WOODLAND HILLS, California, affiliated with GENESIS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GENESIS CAPITAL, LLC
GENESIS CAPITAL
AUM
$467M
Regulatory assets under management
Employees
57
Total firm employees
View all advisors at GENESIS CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3003201
Firm CRD# 170568
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Bruce Keller offer?
Jason Bruce Keller specializes in Retirement Planning. Contact their office in WOODLAND HILLS, California for a consultation.
What are Jason Bruce Keller's credentials?
Jason Bruce Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Bruce Keller located?
Jason Bruce Keller is based in WOODLAND HILLS, California, working with GENESIS CAPITAL, LLC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.
How does Jason Bruce Keller charge for services?
Jason Bruce Keller's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENESIS CAPITAL, LLC?
GENESIS CAPITAL, LLC has approximately 57 employees and manages $467M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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