Unclaimed Profile

James Don Vanderbeek

KEYSTONE WEALTH ADVISORS, LLC·LOGAN, Utah

SIE, Series 6, Series 7, Series 22, Series 63, Series 6519 years registeredKEYSTONE 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 · 19 years registered

Brand Profile

Not yet started

Career History

CONNECT FINANCIAL ADVISORS

Oct 2022 – present

KEYSTONE WEALTH ADVISORS

Nov 2011 – Oct 2022

LOGAN, UT

VANDERBEEK ADVISORS LLC

Jun 2008 – Oct 2010

LOGAN, UT

LPL FINANCIAL LLC

Apr 2007 – Nov 2011

LOGAN, UT

ALLEGIS ADVISORS, INC.

Sep 2006 – Apr 2007

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · September 7, 2006

Years registered · 19

Disclosure History

2013Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KEYSTONE WEALTH ADVISORS, LLC

CRD 158234 · SEC 801-79615

AUM

$32M

Regulatory assets under management

Employees

552 client accounts

Services offered by KEYSTONE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEYSTONE WEALTH ADVISORS, LLC →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LOGAN?

Browse all registered financial advisors in LOGAN, Utah or claim this profile if it's yours.

Browse LOGAN Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →