AJ
AJ

Adam Keeler Jones

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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
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Location

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

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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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Other Business ActivitiesSells Insurance

Adam is an independent insurance agent, spending a few hours per week providing insurance recommendations. He also works nearly full-time as an Investment Adviser Representative for Crabb Financial LLC, providing services for 401(k) plans and investment advice for managed accounts.

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
July 2010 - September 2023 · 13 yrs 2 mos
Keeler Thomas Management LLC
December 2009 - May 2025 · 15 yrs 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Adam Keeler Jones - Financial Advisor | TrueAdvisor