Jamey Lynn Keller

Employer firm

Advisors Capital Management, LLC CRD 112266

$12.2B regulatory AUM 34 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → 12/2022
  Td Ameritrade Inc.
  Washington, DC
• 09/2022 → 01/2024
  Charles Schwab And Co., Inc.
  Washington, DC
• 05/2024 → Present
  Advisors Capital Management, Llc
  Ridgewood, NJ
• 02/2024 → 04/2024
  Unemployed
  Boca Raton, FL

Previous Registrations

• 2022-10-07 → 2024-01-10
  Charles Schwab & Co., Inc.
  West Palm Beach, FL
  Westlake, TX
• 2004-02-23 → 2022-10-14
  Td Ameritrade, Inc.
  Jersey City, NJ
  San Diego, CA
  Jersey City, NJ
  Washington, DC
  Jersey City, NJ
  San Diego, CA
  Reston, VA
  Boca Raton, FL
  Omaha, NE
  West Palm Beach, FL
• 2006-09-08 → 2018-12-10
  Td Ameritrade Investment Management, Llc
  San Diego, CA
  Washington, DC
  San Diego, CA
  Boca Raton, FL
• 2002-06-05 → 2004-02-11
  Morgan Stanley Dw Inc.
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-26
• S63 Uniform Securities Agent State Law Examination
  2001-11-13

Other Names

• Jay Keller