Jason D. Landers
KEEL POINT
Huntsville, AL 35801
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CRD#: 4568522
Professional summary
Jason D Landers, CFP® is a registered financial advisor currently at KEEL POINT, LLC located in Huntsville, Alabama and KEEL POINT CAPITAL, LLC located in Huntsville, Alabama.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jason has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Parkway Partners, LLC; investment-related, An LLC to invest in private bank stock, and potentially other real estate investments; owner; started 4/15/2019, 0 hours devoted during securities hours. 2) The Bullpen Foundation; non-investment-related; P.O. BOX 2918 Huntsville, AL 35804; A new non-profit organization in Huntsville focused on providing support to the experience of community-based youth athletic programs and leagues. Through a combination of resources (both financial resources and athletic equipment), training programs and events, and volunteers, The Bullpen Foundation seeks to make community/neighborhood recreational parks and leagues more vital and dynamic. The ultimate goal is to build on the experience of youth sports opportunities for all kids and families right in our own neighborhoods; Board member; started 3/30/2022; 0 hours during market hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jason D Landers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
April 21, 2009 - Present
KEEL POINT, LLC
Office #1: 100 Church Street Suite 500, Huntsville, AL 35801RIA
CRD#: 127902
Huntsville, AL
Current
April 17, 2009 - Present
KEEL POINT CAPITAL, LLC
Office #1: 100 Church Street Suite 500, Huntsville, AL 35801BD
CRD#: 6769
Huntsville, AL
Past
November 18, 2002 - April 21, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HUNTSVILLE, AL
Past
October 16, 2002 - April 21, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HUNTSVILLE, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KP
KEEL POINT, LLC
BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC
CRD#: 127902 / SEC#: 801-62249
RIA
Registered Investment Advisory firm - (8/1/2003 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/17/2009)
IAR
Alabama(4/21/2009)
RR
Georgia(2/13/2020)
RR
Kansas(4/13/2016)
IAR
Kansas(8/15/2017)
RR
Missouri(9/28/2017)
IAR
Missouri(9/28/2017)
RR
New York(6/9/2025)
IAR
New York(6/17/2025)
RR
North Carolina(10/13/2009)
RR
Pennsylvania(8/6/2009)
RR
Texas(1/25/2018)
IAR
Texas(6/5/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KEEL POINT, LLC
BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC
CRD#: 127902 / SEC#: 801-62249
RIA
Registered Investment Advisory firm - (8/1/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Church Street Suite 500, Huntsville, AL 35801
Mailing Address
Phone number
(256) 704-5111
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,626 |
| AUM (Assets Under Management) | $ 3,464,607,203 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 01/26/2024 | ||
| 10/25/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KEEL POINT, LLC
CRD#: 127902Huntsville, AL 35801TRUST BUT VERIFY
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