Unclaimed Profile

Jason Bruce Keller

GENESIS CAPITAL, LLC·WOODLAND HILLS, California

GENESIS CAPITAL, LLC

21650 OXNARD STREET, WOODLAND HILLS, CA 91367CRD# 3003201Firm CRD# 170568

Profile Verification

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

Identity

Jason Bruce Keller · WOODLAND HILLS, CA

Registration

CRD #3003201 · GENESIS CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GENESIS CAPITAL, LLC

GENESIS CAPITAL

AUM

$467M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GENESIS CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 3003201

Firm CRD# 170568

View on FINRA BrokerCheck →

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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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