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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Sagepoint Financial, Inc. 8 years, 12 months Jul 2010 - Present
Keeler Thomas Inc 11 years, 2 months Apr 2008 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Adam Jones

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 15, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 15, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Keeler Thomas Management LLC

Last updated on April 30, 2019
    • $161.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 866
      Accounts
    • $186.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions