James Keller
Keller Investment Advisors · Jackson, Wyoming
James Keller is a fee-only financial advisor at Keller Investment Advisors in Jackson, Wyoming, who holds the CFP credential. Keller Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Keller Investment Advisors |
|---|---|
| Based in | Jackson, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.7M across 3 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WY · CRD 5109339 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about James
Is James Keller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Keller Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Keller Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Keller based?
James Keller is based in Jackson, Wyoming.
What credentials does James Keller hold?
James Keller holds the CFP credential.
Is James Keller registered with the SEC?
Yes. James Keller is registered as an investment adviser representative in WY (CRD 5109339), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keller Investment Advisors manage?
Keller Investment Advisors reports $5.7M across 3 accounts in assets under management.
How do I contact James Keller?
Contact details aren't on file yet. Search for Keller Investment Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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