JIM MCKEEVER
Firm details
- Headquarters
- ,
- CRD number
- 113127
- Fee structure
- Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI81.48%
- Individuals17.98%
- Charitable Organizations0.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
JIM Mckeever is a sole-proprietorship independent Registered Investment Adviser run by JIM Mckeever that combines financial planning and portfolio advisory work with insurance brokerage. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing mixes hourly and fixed fees with commission-based compensation, reflecting a hybrid advice-and-product distribution model commonly seen where annuities and insurance are part of client solutions. The adviser is not positioned as a capital allocator and does not emphasize ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Contacts
1 of 1JAMES MCKEEVER
Registered RepresentativeCRD 2793792
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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