Richard Keeler Jones

Drive Wealth Advisers

42 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Drive Wealth Advisers

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

1,384 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$2.2B

Fee Structure

Minimum Investment:None

Location

3333 N Digital Drive, #700, Lehi, UT, 84043

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2006

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Richard is an independent insurance agent, providing insurance recommendations for clients since 1987, dedicating a few hours per week to investment-related activities. He is also a shareholder in Chimedes Insights & Analytics and an indirect stockholder in Archimedes Enterprise Solutions, both LLCs, with minimal time commitment.

Employment History

Current Registrations

Drive Wealth Advisers

February 2025 - Present · 1 yr

Previous Registrations

Osaic Wealth, INC.Broker

September 2023 - January 2025 · 1 yr 4 mos

Sagepoint Financial, INC.Broker

October 2005 - September 2023 · 17 yrs 11 mos

Keeler Thomas Management LLC

February 2005 - May 2025 · 20 yrs 3 mos

Sunamerica Securities, INC.Broker

August 1993 - October 2005 · 12 yrs 2 mos

Richards InvestmentsBroker

February 1987 - December 1992 · 5 yrs 10 mos

Mountain Financial, INC.Broker

November 1985 - December 1986 · 1 yr 1 mo

Coordinated Equities, INC.Broker

April 1982 - November 1985 · 3 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.