TrueAdvisor
TrueAdvisor
JK
CFA
JK
CFA

John Robert Keller

Stephens Investment Management Group, LLC
20 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Stephens Investment Management Group, LLC
Compensation
Fee-Only (AUM)
Firm Size
12 advisors
Number of Clients
174 clients
Average Client Portfolio
$43.9M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

Location

9 Greenway Plaza, Houston, TX, 77046

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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.

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Employment History
Current Registrations
Stephens Investment Management Group, LLC
March 2014 - Present · 11 yrs 11 mos
Previous Registrations
Stephens
February 2014 - December 2023 · 9 yrs 10 mos
StephensBroker
September 2009 - December 2023 · 14 yrs 3 mos
Johnson Rice & Company L.L.C.Broker
June 2005 - August 2009 · 4 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.