Unclaimed Profile

Justin Paul Mason

KEB ASSET MANAGEMENT, LLC·SPRINGFIELD, Illinois

Series 7, Series 66CFPClean record14 years registeredKEB ASSET MANAGEMENT, LLC

3200 ROBBINS ROAD, SPRINGFIELD, IL 62704CRD# 6034750Firm CRD# 117935

Profile Verification

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

Identity

Justin Paul Mason · SPRINGFIELD, IL

Registration

CRD #6034750 · KEB ASSET MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

KEB WEALTH ADVISORS

Mar 2013 – present

MIDWESTERN SECURITIES TRADING CO.,LLC

Jul 2012 – Mar 2013

EAST PEORIA, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 25, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEB ASSET MANAGEMENT, LLC

CRD 117935 · SEC 801-62965

AUM

$933M

Regulatory assets under management

Employees

1,967 client accounts

Services offered by KEB ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 KEB ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Justin Paul Mason offer?

Justin Paul Mason specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Illinois for a consultation.

What are Justin Paul Mason's credentials?

Justin Paul Mason holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Justin Paul Mason located?

Justin Paul Mason 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 Justin Paul Mason charge for services?

Justin Paul Mason'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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