Keith Richard Ward
Investment adviser representative at Four Points Advisors, LLC
14 yearsExperience
1 stateRegistered in
$40MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Four Points Advisors, LLCJun 2025 to now
- Four Points Capital PartnersJun 2025 to now
- J.P. Morgan Securities LLCMay 2021 to Mar 2025
- JPMorgan Chase Bank, N.A.May 2021 to Mar 2025
- Bank of America, N.A.Mar 2013 to May 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2012 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CT).
Four Points Advisors, LLC
$40MAssets managed
98Clients
12Advisers
6 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
- 4500701
- Firm CRD
- 171720