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JK

Jeremy K. Kelter

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CRD#: 843565
JK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeremy Ken Kelter, who also goes by Jeremy Kenneth Kelter, Ken Kelter, Kenneth Eugene Kelter, was a registered financial advisor .

Jeremy is a previously registered financial advisor and started their career in finance in 1977. Jeremy had worked at 22 firms and has passed the Series 66, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeremy Kenneth Kelter | Ken Kelter | Kenneth Eugene Kelter

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 8, 2008 - November 2, 2009

SCHELLER FINANCIAL SERVICES

RIA
CRD#: 110200
PORTLAND, OR
Past

August 25, 2008 - October 23, 2009

OSAIC SERVICES, INC.

BD
CRD#: 133763
PORTLAND, OR
Past

March 6, 2007 - August 26, 2008

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
FT. LAUDERDALE, FL
Past

July 26, 2006 - August 26, 2008

KOVACK SECURITIES INC.

BD
CRD#: 44848
FORT LAUDERDALE, FL
Past

December 14, 2005 - August 21, 2006

GEOFFREY RICHARDS SECURITIES CORP.

BD
CRD#: 120007
DELRAY BEACH, FL
Past

January 3, 2005 - December 12, 2005

KOVACK SECURITIES INC.

BD
CRD#: 44848
FT. LAUDERDALE, FL
Past

June 10, 2003 - January 24, 2005

K.W. BROWN INVESTMENTS

BD
CRD#: 16492
DELRAY BEACH, FL
Past

July 20, 2001 - February 20, 2002

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL
Past

February 24, 2000 - July 20, 2001

CENTENNIAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 38988
ATLANTA, GA
Past

April 27, 1999 - February 11, 2000

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 26, 1998 - June 5, 1998

ACCESS FINANCIAL GROUP, INC.

BD
CRD#: 33065
CHICAGO, IL
Past

November 4, 1996 - February 9, 1998

CRISPIN KOEHLER SECURITIES

BD
CRD#: 10596
TAMPA, FL
Past

July 13, 1994 - October 29, 1996

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

January 24, 1990 - June 30, 1994

GLENFED BROKERAGE SERVICES

BD
CRD#: 13648
Past

December 5, 1989 - June 30, 1994

GLENFED BROKERAGE SERVICES

BD
CRD#: 13648
GLENDALE, CA
Past

March 29, 1989 - December 14, 1989

SHEEN FINANCIAL RESOURCES, INC.

BD
CRD#: 22498
Past

April 20, 1988 - April 4, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

February 25, 1986 - May 4, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

October 10, 1985 - February 28, 1986

PFS INVESTMENTS INC.

BD
CRD#: 10111
Past

January 20, 1984 - August 26, 1985

ADVEST, INC.

BD
CRD#: 10
Past

February 14, 1983 - January 23, 1984

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

January 23, 1981 - March 17, 1983

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

July 16, 1979 - February 12, 1981

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

February 24, 1978 - September 6, 1979

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

October 3, 1977 - February 24, 1978

REYNOLDS SECURITIES, INC.

BD
CRD#: 712

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/3/2007
Uniform Combined State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/20/2006
General Securities Principal Examination

Current Firm


SF
SCHELLER FINANCIAL SERVICES
SCHELLER FINANCIAL SERVICES | SCHELLER, HARRIS AND ASSOCIATES | SCHELLER HARRIS AND ASSOCIATES / SCHELLER FINANCIAL SERVICES | SCHELLER FINANCIAL SERVICES, INC. | SCHELLER FINANCIAL SERVICES INC.

CRD#: 110200 / SEC#: 801-58027

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Contact information


Main Address
12909 Sw 68th Parkway Suite 150, Portland, OR 97223-9726
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


SCHELLER FINANCIAL SERVICES

CRD#: 110200

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