Jonathan Marc Carter
Investment adviser representative at Keb Wealth Advisors
43 yearsExperience
2 statesRegistered in
PFSDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
43 years in the industry.
- Keb Wealth AdvisorsFeb 1999 to now
- Kerber Eck & BraeckelJun 1983 to now
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Keb Wealth Advisors
Legal name: Keb Asset Management, LLC
$1.3BAssets managed
696Clients
14Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2933272
- Firm CRD
- 117935