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JK

James E. Keller

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CRD#: 2106299
JK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Edward Keller, who also goes by Jim Keller, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1991. James had worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Keller

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 28, 2006 - June 23, 2017

BRAZOS SECURITIES, INC.

BD
CRD#: 21624
DALLAS, TX
Past

July 1, 2003 - September 6, 2006

MCCLENDON, MORRISON & PARTNERS, INC.

BD
CRD#: 14684
DALLAS, TX
Past

April 12, 2001 - June 12, 2003

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
WHITESBORO, TX
Past

April 12, 2001 - June 12, 2003

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

October 28, 1996 - April 12, 2001

RUSHMORE SECURITIES CORPORATION

BD
CRD#: 8392
DALLAS, TX
Past

August 12, 1992 - October 16, 1996

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

February 25, 1991 - September 10, 1992

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/14/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BS
BRAZOS SECURITIES, INC.
BRAZOS SECURITIES, INC. | SOUTHERN VENTURES EQUITIES, INC.

CRD#: 21624 / SEC#: , 8-39119

BD
Terminated by SEC on 12/10/2019
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Contact information


Main Address
14800 Quorum Drive Suite 410, Dallas, TX 75254
Mailing Address
Phone number
Established
Texas since 10/22/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
SIMS, BILLY FLOYD JRPRESIDENT, SECRETARY ,SOLE SHAREHOLDER, FINOP, CCO AND GENERAL SECURITIES PRINCIPAL1548924

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BRAZOS SECURITIES, INC.

CRD#: 21624

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