Jeremy Ken Kelter
Professional Summary
Jeremy Ken Kelter, who also goes by Jeremy Kenneth Kelter, Ken Kelter, Kenneth Eugene Kelter, was a registered financial advisor. Jeremy was a previously registered financial advisor and started their career in finance 1977 - 2009. Jeremy had worked at 22 firms and has passed the Series 66, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeremy Kenneth Kelter, Ken Kelter, Kenneth Eugene Kelter
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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
49 years in the financial services industry
Current & Past Employments
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Current Firm
SCHELLER FINANCIAL SERVICES | SCHELLER, HARRIS AND ASSOCIATES | SCHELLER HARRIS AND ASSOCIATES / SCHELLER FINANCIAL SERVICES | SCHELLER FINANCIAL SERVICES, INC. | SCHELLER FINANCIAL SERVICES INC.
Contact Information
Main Address
12909 Sw 68th Parkway Suite 150, Portland, OR 97223-9726Documents
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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.
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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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