Jonathan S. Keetz

CAMBRIA INVESTMENT MANAGEMENT, L.P.

Manhattan Beach, CA 90266

Some features on this profile are disabled

CRD#: 5719339

Professional summary

Jonathan S Keetz is a registered financial advisor currently at CAMBRIA INVESTMENT MANAGEMENT, L.P. located in Manhattan Beach, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jonathan has worked at 1 firm and has passed the Series 65 and Series 3 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.

CAMBRIA INVESTMENT MANAGER, INVESTMENT RELATED, 2321 ROSECRANS AVE SUITE 3225 EL SEGUNDO CA 90245, INVESTMENT MANAGEMENT, VICE PRESIDENT, 160 HRS/MON, 130 HRS/MON.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan S Keetz's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 19, 2016 - Present

CAMBRIA INVESTMENT MANAGEMENT, L.P.

Office #1: 3300 Highland Avenue, Manhattan Beach, CA 90266

RIA

CRD#: 141600

Manhattan Beach, CA

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".

CAMBRIA INVESTMENT MANAGEMENT, L.P.

CAMBRIA INVESTMENT MANAGEMENT, INC | CAMBRIA INVESTMENT MANAGEMENT, L.P.

CRD#: 141600 / SEC#: 801-71786

RIA

Registered Investment Advisory firm - (8/24/2010 Approved)

California

Registered Investment Advisory firm - (8/31/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

California
(9/19/2016)

IAR

Colorado
(6/4/2020)

IAR

Connecticut
(6/5/2020)

IAR

District of Columbia
(9/9/2020)

IAR

Florida
(9/1/2020)

IAR

Illinois
(6/5/2020)

IAR

Louisiana
(6/5/2020)

IAR

New Jersey
(8/5/2020)

IAR

Ohio
(6/4/2020)

IAR

Pennsylvania
(6/5/2020)

IAR

Texas
(6/4/2020)

IAR

Virginia
(5/3/2024)

IAR

Washington
(6/4/2020)

IAR

Wisconsin
(6/4/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/19/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 1/25/2017

National Commodity Futures Examination

Current Firm

CAMBRIA INVESTMENT MANAGEMENT, L.P.

CAMBRIA INVESTMENT MANAGEMENT, INC | CAMBRIA INVESTMENT MANAGEMENT, L.P.

CRD#: 141600 / SEC#: 801-71786

RIA

Registered Investment Advisory firm - (8/24/2010 Approved)

California

Registered Investment Advisory firm - (8/31/2010 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3300 Highland Avenue, Manhattan Beach, CA 90266

Mailing Address

Phone number

(310) 683-5500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAMBRIA INVESTMENT MANAGEMENT FORM ADV PART 2A 03.2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	282
AUM (Assets Under Management)	$ 2,681,520,398

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.

Similar Advisors

Danielle Barrios

MORGAN STANLEY

IAR

Beverly Hills, CA

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brea, CA

Jon Neuhaus

MORGAN STANLEY

IAR

El Segundo, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan S. Keetz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan S Keetz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIA INVESTMENT MANAGEMENT, L.P.

Primary Firm SEC Registration

CAMBRIA INVESTMENT MANAGEMENT, L.P.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/19/2016

Series 3

Date: 1/25/2017

Current Firm

CAMBRIA INVESTMENT MANAGEMENT, L.P.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAMBRIA INVESTMENT MANAGEMENT, L.P.

TRUST BUT VERIFY

Similar Advisors