Jayson Wayne Keller

Dynasty Wealth Management, LLC

4 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Dynasty Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

11 clients

Average Client Portfolio

$788.3M average

Assets Under Management

$8.7B

Fee Structure

Financial Planning:Investment management only

Location

200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701

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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.

Employment History

Current Registrations

Dynasty Wealth Management, LLC

May 2024 - Present · 1 yr 9 mos

Dynasty Securities, LLCBroker

December 2023 - Present · 2 yrs 2 mos

Previous Registrations

Raymond James & Associates, INC.

January 2022 - October 2023 · 1 yr 9 mos

Raymond James & Associates, INC.Broker

April 2021 - October 2023 · 2 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.