John
Keizer

J.M. Arbour, LLC

CRD#7276421
Investment Advisor
in Scottsdale, AZ

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About this Advisor

John Keizer is a financial advisor operating out of Scottsdale, Arizona with 1 year of industry experience. Keizer is on the advisory team at J.M. Arbour, LLC. During their career, the advisor has held roles at Full Time Education, Waretown Elementary Schools, University Of Southern Maine, Unum Insurance Group, Richard Brothers Financial Advisors, Richard Brothers Securities, Foundations Investment Advisors LLC and J.M. Arbour, LLC. Keizer maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Arizona, Maine and Texas. J.M. Arbour, LLC is a registered investment business headquartered in Hallowell, ME. The company has a total of eight employees. It manages $93 million in assets across its 1,040 accounts, making it one of the smaller firms in the United States by assets under management. Of its 1,040 customer accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in investable assets. J.M. Arbour, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically are based on which services are provided. However, fee types charged by J.M. Arbour, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15169 North Scottsdale Road Suite 205
Scottsdale, AZ 85254

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J.M. Arbour, LLC Brokerage Details

Total Assets Under Management

$92,942,052

AZ Average: $618,328,769
Total Number of Employees

8

AZ Average: 10
Total Number of Accounts

1,040

AZ Average: 975
Average Account Size

$89,367

AZ Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

John Keizer Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

J.M. Arbour, LLC

2021 - Present (3 years)

Foundations Investment Advisors LLC

2020 - 2020 (< 1 year)

Richard Brothers Securities

2018 - 2020 (2 years)

Richard Brothers Financial Advisors

2017 - 2018 (1 year)

Unum Insurance Group

2016 - 2016 (< 1 year)

Waretown Elementary Schools

2016 - 2018 (2 years)

University Of Southern Maine

2016 - 2017 (1 year)

University Of Southern Maine

2010 - 2016 (6 years)

Full Time Education

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Keizer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at J.M. Arbour, LLC

John Fitzpatrick
Hallowell, ME
Miles Whitlock
Hallowell, ME
James Lowell
Hallowell, ME
John Keizer
Scottsdale, AZ
William Cummings
Hallowell, ME
Jac Arbour
Hallowell, ME

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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