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Jason Dean Jones

KEB ASSET MANAGEMENT, LLC·SPRINGFIELD, Illinois
Unclaimed Profile
1000 MYERS BUILDING, SPRINGFIELD, IL 62701CRD# 5778086Firm CRD# 117935
01

About

Jason Dean Jones is a registered financial advisor based in SPRINGFIELD, Illinois, affiliated with KEB ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KEB ASSET MANAGEMENT, LLC
KEB WEALTH ADVISORS
AUM
$933M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at KEB ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5778086
Firm CRD# 117935
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Dean Jones offer?
Jason Dean Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Illinois for a consultation.
What are Jason Dean Jones's credentials?
Jason Dean Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Dean Jones located?
Jason Dean Jones is based in SPRINGFIELD, Illinois, working with KEB ASSET MANAGEMENT, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Jason Dean Jones charge for services?
Jason Dean Jones's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEB ASSET MANAGEMENT, LLC?
KEB ASSET MANAGEMENT, LLC has approximately 15 employees and manages $933M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SPRINGFIELD
Danielle M. Hunt — KEB ASSET MANAGEMENT, LLCRichard Robert Gratza — KEB ASSET MANAGEMENT, LLCBarry Craig Stark — SIKICH CAPITAL MANAGEMENT LLCDiana Fitzgerald Jordan — SIKICH CAPITAL MANAGEMENT LLCDavid Wayne Burnett — KEB ASSET MANAGEMENT, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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