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Jonathan S Keetz

Cambria Investment Management, LP

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About Jonathan S Keetz

Jonathan Keetz is an Investment Advisor Representative at Cambria Investment Management, LP. Jonathan is registered in 14 states and has over 8 years of experience in the financial industry. Jonathan's expertise lies in portfolio management for individuals and investment companies. Jonathan has passed the Series 65 and Series 3 exams.

Firm Information

Jonathan Keetz is currently registered with Cambria Investment Management, LP. Cambria Investment Management, LP is an investment advisory firm based in Manhattan Beach, CA. The firm provides portfolio management services for individuals, investment companies, and pooled investment vehicles. They have approximately $2.23 billion in assets under management and serve a diverse clientele, including high-net-worth individuals, investment companies, and individuals other than high-net-worth.
Cambria Investment Management, LP

3300 HIGHLAND AVENUE

MANHATTAN BEACH, CA 90266

$2.23B

Assets Under Management

1

Total Clients

2

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Jonathan Keetz’s Registration & Firm History

CA

06/04/2020 - Present

Cambria Investment Management, LP (MANHATTAN BEACH CA)

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Licenses & Designations

IA

Issued 09/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2017

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan S Keetz.
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