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Keith A Owitz

Edward Jones

Holmdel, NJ

CRD 6798403

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-09-11
  • NJ RA
    APPROVED
    Since 2017-09-11

Branch Locations

101 Crawfords Corner Rd Suite 1326, Holmdel, NJ 07733 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 06/2017 Present
Owitz Consulting Services, Llc Morganville NJ 05/2014 Present
  • 06/2017 → Present
    Edward Jones
    St. Louis, MO
  • 05/2014 → Present
    Owitz Consulting Services, Llc
    Morganville, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-31
  • S66 Uniform Combined State Law Examination
    2017-07-31
Other Names
  • Keith Allen Owitz

View on SEC IAPD

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