Jayson W. Keller
Professional summary
Jayson Wayne Keller is a registered financial advisor currently at DYNASTY WEALTH MANAGEMENT, LLC located in St. Petersburg, Florida and DYNASTY SECURITIES, LLC located in Saint Petersburg, Florida.
Jayson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jayson has worked at 3 firms and has passed the Series 66, Series 99TO, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jayson Wayne Keller's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 9, 2024 - Present
DYNASTY WEALTH MANAGEMENT, LLC
Office #1: 200 Central Avenue 15th Floor, St. Petersburg, FL 33701December 19, 2023 - Present
DYNASTY SECURITIES, LLC
Office #1: 200 Central Avenue Floor 15, Saint Petersburg, FL 33701January 4, 2022 - October 16, 2023
RAYMOND JAMES & ASSOCIATES, INC.
April 22, 2021 - October 16, 2023
RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
DYNASTY WEALTH MANAGEMENT, LLC
CRD#: 153377 / SEC#: 801-71301
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/9/2024)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 7TO
Date: 4/22/2021
General Securities Representative ExaminationFINRA
Current Firm
DYNASTY WEALTH MANAGEMENT, LLC
CRD#: 153377 / SEC#: 801-71301
Contact information
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 20,147 |
| AUM (Assets Under Management) | $ 8,671,816,356 |
Red Flags
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