seller-profile

Jason Landers

Keel Point

100 Church Street
Suite 500

Huntsville, AL 35801

256-801-8022

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General Information

Firm Start Year

2015

No.of Employees

50-99

CRD#

4568522

Firm CRD#

127902

States Licensed in

AL, TN, CA, MS, PA, SC, TX, VA, LA, NC

Years of Experience in Financial Services

21

Number of Years with Current Firm

12

I work with the following types of clients

Non-Profit Organizations, Investment Clubs, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Money Management

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Annuity, Health, Variable Annuity, Long Term Care, Variable Life

Firm Information

Advisor's Number of Clients

165

Advisor's Number of Managed Clients

165

Advisor's Number of Planning Clients

148

Assets Managed by Advisor

$216,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Fee % Based on Assets

See Below

Additional Details on Charges

Fee Schedule 1.30% on the first $1,000,000 of market value 1.05% on the amount from $1,000,000.01 to and including $2,000,000 0.80% on the amount from $2,000,000.01 to and including $5,000,000 0.65% on the amount from $5,000,000.01 to and including $10,000,000 0.45% on the amount from $10,000,000.01 to and including $25,000,000 0.05% on the amount from $25,000,000.01 to and including $100,000,000

Education

BSBA - Management

University of Alabama - Huntsville
01/01/2002 - 01/01/2004

BSBA - Management

Indiana University of Pennsylvania
01/01/1999 - 05/01/2001