Jayson
Keller

Dynasty Wealth Management, LLC

CRD#7339833
Investment Advisor
in Saint Petersburg, FL

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About this Advisor

Jayson Keller is a financial advisor based in Saint Petersburg, Florida, working with Dynasty Wealth Management, LLC. Jayson has previously held positions at Raymond James Associates, Bay National Title Company, Td Bank, and Dynasty Financial Partners. Jayson has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Jayson is part of Dynasty Wealth Management, LLC, which operates out of Saint Petersburg, Florida. The firm has 1 office and 121 employees. The firm manages assets totaling $916.8 million. The services offered by the firm include portfolio management for institutional clients and selection of other advisers. The fee structure at Dynasty Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

200 Central Avenue 15Th Floor
Saint Petersburg, FL 33701

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Dynasty Wealth Management, LLC Brokerage Details

Total Assets Under Management

$916,787,822

FL Average: $1,855,561,029
Total Number of Employees

121

FL Average: 62
Total Number of Accounts

209

FL Average: 2,474
Average Account Size

$4,386,545

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jayson Keller Work History

2023 - Present (1 year)

Dynasty Financial Partners

2019 - 2023 (4 years)

Raymond James Associates

2017 - 2018 (1 year)

Bay National Title Company

2013 - 2017 (4 years)

Td Bank

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Disclosures

Please visit the SEC profile of Jayson Keller 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 Dynasty Wealth Management, LLC

Mason Salit
Saint Petersburg, FL
Matthew Shute
Saint Petersburg, FL
Casey Mckeon
Saint Petersburg, FL
Jayson Keller
Saint Petersburg, FL
Joshua Schuette
Saint Petersburg, FL
Samantha Sindledecker
Saint Petersburg, FL
John Grafton
Saint Petersburg, FL
Justin Weinkle
Saint Petersburg, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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