Jamey Lynn Keller

Advisors Capital Management, LLC

23 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Advisors Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

56 advisors

Number of Clients

14,671 clients

Average Client Portfolio

$645K average

Assets Under Management

$9.5B

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

Boca Raton, FL

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Advisors Capital Management, LLC

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Charles Schwab & CO., INC.

October 2022 - January 2024 · 1 yr 3 mos

TD Ameritrade, INC.

July 2008 - October 2022 · 14 yrs 3 mos

TD Ameritrade Investment Management, LLC

July 2008 - December 2018 · 10 yrs 5 mos

Amerivest Investment Management, LLC

September 2006 - July 2008 · 1 yr 10 mos

TD Ameritrade, INC.Broker

February 2004 - December 2023 · 19 yrs 10 mos

TD Ameritrade, INC.

February 2004 - July 2008 · 4 yrs 5 mos

Morgan Stanley

June 2002 - February 2004 · 1 yr 8 mos

Morgan Stanley Dw INC.Broker

January 2002 - February 2004 · 2 yrs 1 mo

MML Investors Services, INC.Broker

November 2001 - February 2002 · 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.