Jonathan
Keller
Arkadios Wealth Advisors
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About this Advisor
Jonathan Keller is a financial advisor based in Sarasota, Florida who has 2 years of industry experience. Keller currently works for Arkadios Wealth Advisors. Their career trajectory has included roles at Arkadios Wealth Advisors, Arkadios Capital and Sigma Financial Corporation. Keller has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Arkadios Wealth Advisors is a company operating out of Atlanta, GA. The investment advisory business has offices in 47 locations and a total of 140 employees. It oversees $2 billion in assets under management between its 8,782 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 8,782 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets. Arkadios Wealth Advisors provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on the financial services provided. Fee types billed by Arkadios Wealth Advisors likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
$1,757,945,482
140
8,782
$200,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jonathan Keller Work History
Jonathan has been registered as a financial advisor for 2 years.*
Arkadios Wealth Advisors
Arkadios Capital
Sigma Financial Corporation
*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 Jonathan 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 Arkadios Wealth Advisors
Murfreesboro, TN
Atlanta, GA
Jacksonville, FL
Madison Lake, MN
Angleton, TX
Atlanta, GA
Atlanta, GA
Atlanta, GA
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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