Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Webster is an investment advisor representative registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Keith has been working in the financial services industry since October 1991. Keith has held previous registrations with FIRST REPUBLIC SECURITIES COMPANY, LLC, CREDIT SUISSE SECURITIES (USA) LLC, BARCLAYS CAPITAL INC. and LEHMAN BROTHERS INC. Keith holds Series 3, 7 and 63 licenses and a Series 65 license. Keith specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Keith is a board member of Boys Hope, Girls Hope of Southern California.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
03/26/2024 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
12/08/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
09/26/2008 - 12/28/2015
CREDIT SUISSE SECURITIES (USA) LLC (LOS ANGELES CA)
CA
09/22/2008 - 10/07/2008
BARCLAYS CAPITAL INC. (LOS ANGELES CA)
CA
08/14/2002 - 09/22/2008
LEHMAN BROTHERS INC. (LOS ANGELES CA)
NY
10/15/1991 - 08/28/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 6/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/4/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1991
Series 3 - National Commodity Futures Examination
BC
Issued 10/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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