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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Glenn Keeton is an Investment Advisor Representative at Captrust. John has been in the industry since 2008 and is a Chartered Financial Analyst. John's firm Captrust is a Registered Investment Adviser (RIA) that provides wealth management, investment management, and retirement plan services to individuals, families, businesses, and institutions. John is licensed to provide investment advice in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/11/2021 - Present
Captrust (San Antonio TX)
TX
08/31/2010 - 08/06/2013
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
07/17/2009 - 03/05/2010
FROST BROKERAGE SERVICES, INC. (HOUSTON TX)
TX
05/08/2008 - 05/01/2009
SMH CAPITAL INC. (HOUSTON TX)
IA
Issued 03/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/12/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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