Jonathan Michael Keller
Professional Summary
Jonathan Michael Keller, who also goes by Jon M. Keller, Jonathan Keller, was a registered financial advisor. Jonathan was a previously registered financial professional and started their career in finance 2020 - 2021. Jonathan had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jon M. Keller, Jonathan Keller
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
WORLD TREND FINANCIAL PLANNING SERVICES, LTD. | WORLD TREND INVESTMENTS, LTD.
Contact Information
Main Address
221 Third Avenue Se Suite 215, Cedar Rapids, IA 52401Mailing Address
Po Box 75006, Cedar Rapids, IA 52407Phone Number
(319) 364-3041Established
Iowa since 02/02/1991Firm Type
CorporationFiscal Year End
December# of Employees
16Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DAVIDSON, PATRICIA ANN | OWNER, CHIEF COMPLIANCE OFFICER AND CHAIRMAN OF THE BOARD | 2191123 |
| MEIBORG, TORY ANDREW | OWNER AND PRESIDENT OF FIRM BOARD | 3029409 |
| TERRY, TIMOTHY FRANCISCUS | OWNER AND BOARD MEMBER | 1217344 |
| HAVERBACK, BRADLEY OWEN | VICE PRESIDENT | 5819654 |
| JOHNSON, CATHERINE ANN | CHIEF ADMINISTRATIVE OFFICER | 6308589 |
| KUDA, SANDRA SUE | SECRETARY/TREASURER | 5822788 |
| SANDERS, DONNA SUE | VICE PRESIDENT | 5524244 |
Regulatory Assets Under Management
Total Number of Accounts
4,062AUM (Assets Under Management)
$730,108,871Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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