Jamey Lynn Keller
Investment adviser representative at Advisors Capital Management, LLC
16 yearsExperience
1 stateRegistered in
$12.2BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Advisors Capital Management, LLCMay 2024 to now
- UnemployedFeb 2024 to Apr 2024
- Charles Schwab and Co., Inc.Sep 2022 to Jan 2024
- TD Ameritrade Inc.Jul 2010 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (FL).
Advisors Capital Management, LLC
$12.2BAssets managed
18,140Clients
59Advisers
23 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
- 4457533
- Firm CRD
- 112266