Unclaimed Profile

Adam Keeler Jones

KEELER THOMAS MANAGEMENT LLC·OREM, Utah

Clean recordKEELER THOMAS MANAGEMENT LLC

1327 SOUTH 800 EAST, OREM, UT 84097CRD# 5485098Firm CRD# 109522

Profile Verification

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

Identity

Adam Keeler Jones · OREM, UT

Registration

CRD #5485098 · KEELER THOMAS MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adam Keeler Jones is a registered financial advisor based in OREM, Utah, affiliated with KEELER THOMAS MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KEELER THOMAS MANAGEMENT LLC

AUM

$338M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KEELER THOMAS MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 5485098

Firm CRD# 109522

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Keeler Jones offer?

Adam Keeler Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OREM, Utah for a consultation.

What are Adam Keeler Jones's credentials?

Adam Keeler Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Keeler Jones located?

Adam Keeler Jones is based in OREM, Utah, working with KEELER THOMAS MANAGEMENT LLC. Their office serves clients in the OREM metropolitan area and surrounding communities.

How does Adam Keeler Jones charge for services?

Adam Keeler Jones's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEELER THOMAS MANAGEMENT LLC?

KEELER THOMAS MANAGEMENT LLC has approximately 13 employees and manages $338M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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