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    Paladin Research Report For:

    Jason Landers

    Keel Point

    CFP®
    100 Church Street
    Suite 500
    Huntsville, AL 35801
    256-801-8022
    Visit Website
    https://www.keelpoint.com/about/meet-the-team/jason-d-landers/

    About Jason Landers

    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®, 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.

    See Disclosures

    General Information

    Firm Start Year
    • 2015
    No. of Employees
    • 50-99
    CRD#
    • 4568522
    Firm CRD#
    • 127902
    States Licensed in
    • AL, TN, CA, MS, PA, SC, TX, VA, LA, NC
    Years of Experience in Financial Services
    • 21
    Number of Years with Current Firm
    • 12
    Work with the following types of clients
    • Non-Profit Organizations, Investment Clubs, Individual Investors
    Advisory Services Provided
    • Education Funding and Planning, Financial Planning for Individuals, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

    Compliance

    Registered Representative
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CFP®
    Securities Licenses
    • Series 7, Series 66
    Insurance and Annuity Licenses
    • Variable Life, Annuity, Health, Variable Annuity, Long Term Care

    Firm Information

    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

    Compensation and Fees

    Fee Structure
    • Fee-Based
    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

    Education

    BSBA - Management

    Indiana University of Pennsylvania
    01/01/1999 -05/01/2001

    BSBA - Management

    University of Alabama - Huntsville
    01/01/2002 -01/01/2004

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1890222/paladinregistry-Keel-Point-detailed-disclosure.html

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