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RIA / WealthAdvisor24 years in industry

JAMEY LYNN KELLER

Advisor at ADVISORS CAPITAL MANAGEMENT, LLC

Boca Raton, FL | RIDGEWOOD, NJ

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Search this name across graphsid dfx:ria:80b7102f-b413-209b-0f08-9ffac6de0d67

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 5, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVISORS CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 13, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 13, 2001
First registration: Jun 5, 2002
Dual registered: no
Other names: JAY KELLER
IAPD individual key: 4457533

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISORS CAPITAL MANAGEMENT, LLC	Independent wealth	Jul 15, 2024	n/a	yes	Boca Raton, FL\|RIDGEWOOD, NJ	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 7, 2022	Jan 10, 2024	no	WEST PALM BEACH, FL\|WESTLAKE, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 8, 2006	Dec 10, 2018	no	SAN DIEGO, CA\|WASHINGTON, DC\|SAN DIEGO, CA\|BOCA RATON, FL	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 23, 2004	Oct 14, 2022	no	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	Previous registration
MORGAN STANLEY DW INC.	n/a	Jun 5, 2002	Feb 11, 2004	no	WASHINGTON, DC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	ADVISORS CAPITAL MANAGEMENT, LLC	Jan 10, 2024	Jul 15, 2024	187	Firm change	Ibd to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Sep 8, 2006	-5,880	Bulk transfer	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Dec 10, 2018	Oct 7, 2022	1,397	Firm change after gap	RIA to ibd
MORGAN STANLEY DW INC.	TD AMERITRADE, INC.	Feb 11, 2004	Feb 23, 2004	12	Firm change	Other

Relationships

Registered with (5)

→ ADVISORS CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 15, 2024 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 7, 2022 to Jan 10, 2024factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 23, 2004 to Oct 14, 2022factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 8, 2006 to Dec 10, 2018factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jun 5, 2002 to Feb 11, 2004factForm ADV

Dated events

Occurred
Jan 10, 2024
Advisor changed firm
Jamey Lynn Keller left Charles Schwab & Co., Inc. for Advisors Capital Management, Llc (registered 2024-07-15)
Form ADVobserved 4 days ago