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Jonathan Drew Keller

Arkadios Wealth Advisors

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About Jonathan Drew Keller

Jonathan Keller is a registered representative with Arkadios Wealth Advisors. Jonathan Keller is a licensed Investment Advisor Representative in Florida. Jonathan Keller has been in the financial services industry since 2001. Previously, Jonathan Keller was employed by SAGEPOINT FINANCIAL, INC. and SIGMA FINANCIAL CORPORATION. Jonathan Keller also has experience as a realtor at Hub Realty. Jonathan Keller's primary business is providing investment advice and financial planning services.

Firm Information

Jonathan Keller is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Keller’s Registration & Firm History

FL

02/19/2021 - Present

Arkadios Wealth Advisors (Boca Raton FL)

FL

12/07/2015 - 11/13/2020

SAGEPOINT FINANCIAL, INC. (SARASOTA FL)

FL

06/19/2003 - 12/07/2015

SIGMA FINANCIAL CORPORATION (SARASOTA FL)

PA

02/09/2001 - 06/19/2003

FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)

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Licenses & Designations

BOTH

Issued 07/16/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jonathan Drew Keller. Review regulatory record here.
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