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James Don Vanderbeek

KEYSTONE WEALTH ADVISORS, LLC·LOGAN, Utah
Clean recordKEYSTONE WEALTH ADVISORS, LLC
595 S. RIVERWOODS PKWY, LOGAN, UT 84321CRD# 1485860Firm CRD# 158234

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Don Vanderbeek · LOGAN, UT
Registration
CRD #1485860 · KEYSTONE WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Don Vanderbeek is a registered financial advisor based in LOGAN, Utah, affiliated with KEYSTONE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KEYSTONE WEALTH ADVISORS, LLC
KEYSTONE WEALTH ADVISORS
AUM
$32M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KEYSTONE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1485860
Firm CRD# 158234
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Don Vanderbeek offer?
James Don Vanderbeek specializes in Financial Planning, Investment Management. Contact their office in LOGAN, Utah for a consultation.
What are James Don Vanderbeek's credentials?
James Don Vanderbeek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Don Vanderbeek located?
James Don Vanderbeek is based in LOGAN, Utah, working with KEYSTONE WEALTH ADVISORS, LLC. Their office serves clients in the LOGAN metropolitan area and surrounding communities.
How does James Don Vanderbeek charge for services?
James Don Vanderbeek's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEYSTONE WEALTH ADVISORS, LLC?
KEYSTONE WEALTH ADVISORS, LLC has approximately 3 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KEYSTONE WEALTH ADVISORS, LLC

Gordon Levi Nelson
LOGAN, UT
Tyler Jay Vanderbeek
LOGAN, UT

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Research
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