Adam
Jones

Keeler Thomas Management LLC

CRD#5485098
Investment Advisor
in Orem, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Adam Jones is a financial advisor based in Orem, Utah, with 14 years of industry experience. Jones is currently employed by Keeler Thomas Management LLC. Over the course of their career, Jones has held roles at Keeler Thomas Inc and Sagepoint Financial, Inc. Jones holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas and Utah. Keeler Thomas Management LLC is an advisory firm that has its headquarters in Orem, UT. It handles $277 million in assets across its 790 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 790 customer accounts, 16% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on which service is offered. However, fees billed by Keeler Thomas Management LLC likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1327 S. 800 E. Suite 100
Orem, UT 84097

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Keeler Thomas Management LLC Brokerage Details

Total Assets Under Management

$277,364,837

UT Average: $693,624,108
Total Number of Employees

15

UT Average: 12
Total Number of Accounts

790

UT Average: 1,115
Average Account Size

$351,095

UT Average: $622,084

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
  • Other

Adam Jones Work History

Adam has been registered as a financial advisor for 14 years.*

2010 - Present (14 years)

Sagepoint Financial, Inc

2008 - Present (16 years)

Keeler Thomas Inc

*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 Adam Jones 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 Keeler Thomas Management LLC

Tyler Bernards
Orem, UT
Benjamin Pali
Orem, UT
Adam Jones
Orem, UT
Amy Marty
Orem, UT
Richard Jones
Orem, UT
John Unice
Orem, UT

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started