Jonathan
Carter
Keb Wealth Advisors
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About this Advisor
Jonathan Carter is a personal financial specialist based out of Springfield, Illinois with a total of 24 years of industry experience. Carter works at Keb Wealth Advisors. Their career trajectory has included roles at Keb Wealth Advisors and Kerber Eck & Braeckel. Carter has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois and Texas. Keb Wealth Advisors is a firm that has its headquarters in Springfield, IL. The company has a total of 16 employees. It controls $799 million in assets under management among its 1,786 customer accounts, placing it among the larger firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 1,786 client accounts, 47% are associated with high-net-worth investors who have at least $1 million in assets. Keb Wealth Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules usually depend on which services the firm provides the client. Fee types billed by Keb Wealth Advisors most likely are comprised of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keb Wealth Advisors Brokerage Details
$799,315,826
16
1,786
$447,545
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jonathan Carter Work History
Jonathan has been registered as a financial advisor for 24 years.*
Keb Wealth Advisors
Kerber Eck & Braeckel
*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 Carter 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 Keb Wealth Advisors
Saint Louis, MO
Saint Louis, MO
Springfield, IL
Springfield, IL
Springfield, IL
Springfield, IL
Springfield, IL
Saint Louis, MO
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