Unclaimed Profile

Jared J Keller

TAIKA CAPITAL, LP·SUNNY ISLES BEACH, Florida

SIE, Series 7, Series 63Clean record6 years registeredTAIKA CAPITAL, LP

16690 COLLINS AVENUE, SUNNY ISLES BEACH, FL 33160CRD# 6161330Firm CRD# 315803

Profile Verification

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

Identity

Jared J Keller · SUNNY ISLES BEACH, FL

Registration

CRD #6161330 · TAIKA CAPITAL, LP · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TAIKA CAPITAL, LP

MORGAN STANLEY

May 2020 – Jun 2020

New York, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · May 15, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TAIKA CAPITAL, LP

CRD 315803 · SEC 801-122602

AUM

$249M

Regulatory assets under management

Employees

5 client accounts

Services offered by TAIKA CAPITAL, LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at TAIKA CAPITAL, LP →

Introduction

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Frequently Asked Questions

What services does Jared J Keller offer?

Jared J Keller specializes in Retirement Planning.

What are Jared J Keller's credentials?

Jared J Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jared J Keller located?

Jared J Keller is based in SUNNY ISLES BEACH, Florida, last registered with TAIKA CAPITAL, LP.

How does Jared J Keller charge for services?

Jared J Keller's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAIKA CAPITAL, LP?

TAIKA CAPITAL, LP has approximately 5 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Research

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