Jeffrey Keister
Advisor at JK PWA LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jeffrey Keister is a financial advisor at JK PWA LLC in Englewood, FL, holding the ChFC® designation and Series 66 license with 20 years of industry experience. He previously worked at LPL Financial from 2010 to 2019 before continuing his practice at JK PWA LLC. JK PWA LLC provides fee-based investment advisory and portfolio management services to individual and high-net-worth clients, employing a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis. The firm primarily operates on a non-discretionary basis, managing approximately $13.2 million in client assets without exercising trading authority.
Fee options
$0 - $249,999: 1.25% annually $250,000 - $499,999: 1.15% annually $500,000 - $749,999: 1.05% annually $750,000+: 0.95% annually
Fee-only: Annual management fee based on assets under management, payable quarterly in advance, negotiable at advisor's discretion.
Location
Englewood, FL
Most active in
Jeffrey K has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · Texas
Work history
JK PWA LLC
2025 - Present (1 year)
JK PWA LLC
2019 - 2025 (6 years)
LPL FINANCIAL
2010 - 2019 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 65
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Larry B
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Venice, FL
Bright Asset Management
Mary H
Series 63, Series 65
Venice, FL
Sutton Place Capital Management LLC
Gw K
Series 63, Series 65
North Port, FL
King Retirement Solutions, LLC
Wendy J
Series 63, Series 65
Englewood, FL
Wealth Architects LLC
Steven K
CFP®, Series 63, Series 66
Nokomis, FL
Kienzle Wealth Consulting LLC
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