DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jamey Lynn Keller
Feed of 09/15/2026
Also filed as Jay Keller
At current firm
2 y
since Jul 15, 2024
In the industry
24 y
since Nov 13, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Advisors Capital Management, LLC independent RIA currentsince Jul 15, 2024 · Boca Raton, Fl
- Charles Schwab & Co., Inc. national BDOct 7, 2022 to Jan 10, 2024 · West Palm Beach, Fl
- Td Ameritrade Investment Management, LLC formerSep 8, 2006 to Dec 10, 2018 · San Diego, Ca
- Td Ameritrade, Inc. formerFeb 23, 2004 to Oct 14, 2022 · Jersey City, Nj
- Morgan Stanley Dw Inc. unclassifiedJun 5, 2002 to Feb 11, 2004 · Washington, Dc
Moves
a registration end followed by a registration begin elsewhere
- Charles Schwab & Co., Inc. to Advisors Capital Management, LLCleft Jan 10, 2024, registered Jul 15, 2024 (187 days) · Affiliated broker-dealer or bank to independent RIA
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Oct 14, 2022, registered Sep 8, 2006 (-5880 days) · corporate re-registration, not a move
- Td Ameritrade Investment Management, LLC to Charles Schwab & Co., Inc.left Dec 10, 2018, registered Oct 7, 2022 (1397 days) · RIA to affiliated broker-dealer or bank
- Morgan Stanley Dw Inc. to Td Ameritrade, Inc.left Feb 11, 2004, registered Feb 23, 2004 (12 days) · Other
Signals
- Jamey Lynn Keller left Charles Schwab & Co., Inc. for Advisors Capital Management, Llc (registered 2024-07-15)Jan 10, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address