Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives.
Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.
|Firm Start Year:||2015|
|States Licensed in:||AL, TN, CA, MS, PA, SC, TX, VA, LA, NC|
|Number of Years with Current Firm:||12|
|I work with the following types of clients:||Investment Clubs, Non-Profit Organizations, Individual Investors|
|Advisory Services Provided:||Portfolio Management, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities, Risk Management|
|Investment Types:||Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Insurance, Annuities|
|I can meet clients in the following ways:||At my office, Via Phone, Via Email, Our Offices, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Health, Long Term Care, Variable Life, Variable Annuity|
|Advisor's Number of Clients:||165|
|Advisor's Number of Managed Clients:||165|
|Advisor's Number of Planning Clients:||148|
|Assets Managed by Advisor:||$216,000,000|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
|Fee % Based on Assets:||See Below|
|Additional Details on Charges:||Fee Schedule 1.30% on the first $1,000,000 of market value 1.05% on the amount from $1,000,000.01 to and including $2,000,000 0.80% on the amount from $2,000,000.01 to and including $5,000,000 0.65% on the amount from $5,000,000.01 to and including $10,000,000 0.45% on the amount from $10,000,000.01 to and including $25,000,000 0.05% on the amount from $25,000,000.01 to and including $100,000,000|
|Organization:||HEALS, Inc Huntsville, AL|
|Position :||Board Member|
|Duration :||01/01/2017-Currently holding|
|Organization:||Caring For Life, LLC (Huntsville Hospital System) Huntsville, AL|
|Duration :||06/30/20218-Currently holding|
|BSBA - Management||
University of Alabama - Huntsville - Huntsville, AL
|BSBA - Management||
Indiana University of Pennsylvania - Indiana, PA
Jason, a Senior Wealth Advisor at Keel Point, has accrued several professional certifications over his 20+ years as an advisor, including the CERTIFIED FINANCIAL PLANNER" designation. Jason's team, which includes Kyle Findlay, CFP®, Paula Sandlin, Client Relationship Manager, Julie McPherson, Client Relationship Manager, Demetria Braudaway, Client Relationship Manager, Blake Waggoner, Investment Associate, and Kristy Wade, Financial Planning Associate, operates around a thorough process that helps families navigate through a financial plan that clearly defines their objectives and values, organizes their financial resources, and helps them implement various planning and investment strategies. They also leverage trusted relationships with select professional advisors, including attorneys, CPAs, bankers, and insurance specialists to carry out certain planning strategies. The team understands that a holistic financial plan is ever evolving, and their commitment to clients is to ensure that the plan always incorporates life's changes.
Prior to joining Keel Point in April 2009, Jason spent 8 years with Merrill Lynch as an advisor. He has been an active member of the Financial Planning Association of North Alabama. Jason is also active in the community, currently serving as a board member and Treasurer for Hospice Family Care, LLC and a board member for HEALS, Inc. He is also past Finance Chairman and Treasurer of Huntsville Hospital Foundation and volunteer with Leadership Huntsville Madison County. Jason is also a member of the Huntsville Committee of 100, which centers its focus on education and economic development in Madison County. He is involved with HudsonAlpha's Connections committee and also served two years as a member of the Huntsville/Madison County Chamber of Commerce Ambassadors Council . Jason is a graduate of Leadership Huntsville/ Madison County's Connect program.
Jason is a Registered Representative of Keel Point Capital, LLC.
Building a comprehensive investment plan that seizes todays unique opportunities while serving long-term objectives takes vision, discipline and attention. The investment team at Keel Point consider the full spectrum of financial factorsfrom global economic forces to proprietary and private opportunitiesto craft and manage an investment strategy guided by your personal goals.
Planning early is the best plan to make sure your retirement years closely meet your personal expectations. We work with clients to set goals, develop and implement retirement funding strategies, address retirement risks and stock options, and develop income and distribution strategies.
Estate Planning & Trusts
Estate planning services include estate organization and tax minimization; legacy planning and protections; developing a charitable giving mission; and designing a business succession plan.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|